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What If My Client Can’t Find a Loved One’s Will?

Clues to Finding a Missing Will Wills sometimes go missing.  Places to check include probate court, safe deposit boxes and hiding places around the home.  Also, consider contacting relatives and reviewing bank statements.  The Kansas & Missouri Estate Planning Blog reminds you that good communication can help prevent this type of problem altogether. To read the full article in WealthManagement.com, clic ...

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Breaking the Barriers of Estate Planning Fatigue

Push past estate planning fatigue and build a better relationship with your clients and their descendants.  Many advisors find difficulty and obstacles when guiding their clients through this process.  Kimberly Bernatz, Senior Vice President and Director, Wealth Management Advisory Services, First American Trust, FSB, walks you through some important steps to keep in mind when developing an estate plan.  To ...

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