Trimester May Sales Idea: Estate Equalization

One of the hardest estate planning challenges clients face is how to equalize their estate among their heirs. When there are complicating factors, such as assets like a favorite piece of real estate or a business where everyone is not involved, this can be especially complicated. 

Give clients a solid plan to equalize what their heirs receive so they can rest easier. Activate this sales idea by using the sales kit on the Trimester Sales Strategies site.