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What happens when a client passes away?
The day is inevitable, a client will pass away.
This podcast explains what happens, how you should handle it and some important items to consider from a client and advisor perspective.
Spotify: https://open.spotify.com/show/624XIhnIuWtQ2iyRhrnO9o
YouTube: https://www.youtube.com/channel/UCpvujpE0yjPzxzILTSzeRug
Apple Podcasts: https://podcasts.apple.com/us/podcast/mike-check-1-2-1-2/id1608028798
Anchor: https://anchor.fm/michael-dutra
Disclaimer: These podcasts discuss strategies, concepts, illustrations & more. Personal details need to be obtained and a thorough review of all concepts before implementing any of them. Please consult the appropriate professional(s) including but not limited to insurance, tax and estate planning before making any final decisions. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before implementing any transaction. Financial Underwriting may be required for this strategy.
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By Michael DutraThe day is inevitable, a client will pass away.
This podcast explains what happens, how you should handle it and some important items to consider from a client and advisor perspective.
Spotify: https://open.spotify.com/show/624XIhnIuWtQ2iyRhrnO9o
YouTube: https://www.youtube.com/channel/UCpvujpE0yjPzxzILTSzeRug
Apple Podcasts: https://podcasts.apple.com/us/podcast/mike-check-1-2-1-2/id1608028798
Anchor: https://anchor.fm/michael-dutra
Disclaimer: These podcasts discuss strategies, concepts, illustrations & more. Personal details need to be obtained and a thorough review of all concepts before implementing any of them. Please consult the appropriate professional(s) including but not limited to insurance, tax and estate planning before making any final decisions. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before implementing any transaction. Financial Underwriting may be required for this strategy.