Estate Planning: What Your Clients Need To Hear
BNY Mellon Center
500 Grant St., Suite 2500
See estate planning from a whole new perspective. Take on the role of client as Fox Rothschild Partner Linda Enion runs through the estate planning process, step by step. Learn how to avoid common pitfalls and provide comprehensive, actionable wealth management advice.
Walk a mile in your clients’ (estate planning) shoes.
Linda will discuss key estate planning issues such as:
- financial and health care matters
- probate and nonprobate property
- asset protection
- beneficiary designations (and how not to screw them up)
- the current tax landscape
- when a revocable trust makes sense
- digital assets
- land mines within documents