Act now in the current environment:

Rising inflation, low interest rates, historically low taxes, uncertain legislation.  It’s a perfect storm for clients’ estate plans.

Turn the perfect storm into a perfect opportunity

Clients need to have a sense of urgency about protecting their estates. Now is the time to help put them in a better position for a stronger future.

The NEW estate planning flyer and client checklist will help

Have actionable estate planning conversations with clients. Find these new pieces, additional materials, and a new client profiler on April’s Trimester Resource site.