Breaking the Barriers of Estate Planning Fatigue

Posted date: September 30, 2015 In: Estate Planning, QuickPress, QuickRead Featured

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 find out more on this Wealth Management article, click: Breaking the Barriers of Estate Planning Fatigue.

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National Association of Certified Valuators and Analysts

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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