A Smart and Tax-Efficient Approach to Legacy Planning

When it comes to legacy planning, understanding your clients’ unique needs and goals isn’t just good for them—it’s good for your business too. Our guide explores innovative ways to convert the value of your clients’ tax-deferred assets into a tax-free inheritance, maximizing wealth transfer. This not only helps you offer more value to your clients, it can also help strengthen relationships with the next generation of clients. 

Discover how you can create more business opportunities with your clients through strategic legacy planning.