Where Do You and Your Services Fit Into the Client's Estate Plan?     Did you know that a proper estate plan should protect a client during his or her life? Did you know that a proper estate plan should not only try and save estate taxes, but also protect the client and the client's family in the event of: Mental disability? Bankruptcy? Divorce? Addictions? Creditors?   Did you know that because of all of the protections included in a proper estate plan, there are  dozens of financial decisions and planning opportunities available to a qualified financial professional? Find out where you and your services fit into the client's estate plan.  Look at the following list.  If your financial services include more than 2 items on this list, then you must become part of the estate planning team.     Asset Management/Diversification/Financial Advice Real Property Financing Accounting Retirement Planning Section 529 Plans Health/Medical/Disability Insurance Long Term Care Insurance Property and Casualty Insurance Life Insurance Buy/Sell Insurance Needs Pre-Paid Funeral Plans Liquidity Issues to Pay Death Taxes   Call us at 800-501-3220 or Email Us to find out more about the Team Approach to Estate Planning. Return to prior page.