You Are Here: Home » Posts tagged "guardians"

Don’t Let Client’s Overlook These Key Estate Planning Issues

Making decisions when faced with a difficult situation is not an effective estate planning strategy.  Encourage clients to plan before a stressful life change occurs.  It is important to help them set up health care proxies, consider nominating guardians or conservators, and revise estate plans when they make changes to their wills or trust.  Patricia M. Annino, from Estate Planning practice at Prince Lobel ...

Read more

©2021 NACVA and the Consultants' Training Institute • (800) 677-2009 • 1218 East 7800 South, Suite 302, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top