What is an Estate Plan?
Estate plans just might be one of the most understood concepts in financial planning; people think you need to be rich, old, or (insert qualifier here) to have one. This article helps set the record straight with your clients, while allowing you to be clear about what offer, any partnerships you have with attorneys and so on.
What’s included?
~ 750 word article
~ A high-res image (choose from a selection)
~ A customizable social post
Estate plans just might be one of the most understood concepts in financial planning; people think you need to be rich, old, or (insert qualifier here) to have one. This article helps set the record straight with your clients, while allowing you to be clear about what offer, any partnerships you have with attorneys and so on.
What’s included?
~ 750 word article
~ A high-res image (choose from a selection)
~ A customizable social post
Estate plans just might be one of the most understood concepts in financial planning; people think you need to be rich, old, or (insert qualifier here) to have one. This article helps set the record straight with your clients, while allowing you to be clear about what offer, any partnerships you have with attorneys and so on.
What’s included?
~ 750 word article
~ A high-res image (choose from a selection)
~ A customizable social post
