5 steps to ensure estate planning works
- On February 14, 2019
- By GrowthInvest Admin
How do you know if the estate planning you’ve done for a client has worked?
It sounds cold, but the only real test is when a client passes away. The good news is, some basic preparation now can help things run smoothly when it matters most.
As head of the Octopus Investments Estates and Probate team, I speak to hundreds of advisers. Those who take five simple steps have far fewer problems when it comes to dealing with a client’s estate.
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