The Practical Planner

Tips for Advising New Clients on Estate Planning

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Helping new clients with their estate plan can be an early win. It’s not uncommon for new clients to not even have an estate plan in place. If they do, there may be opportunities for updating and optimizing.

In this episode host Anne Rhodes, Chief Legal Officer at wealth.com, asks her co-host Thomas Koppelman, Co-founder of AllStreetWealth and wealth.com’s Head of Community, how he approaches new clients and where financial planning intersects with estate planning, including:

  • Finding simple opportunities like just creating a will or updating old plans to include new children.
  • Understand the “why” of what they did previously to see if there’s new, better ways to achieve their goals.
  • How to dig deeper for more robust estate planning optimizations and opportunities.
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