It’s old news that any change in family dynamics or finances warrants a review of the current estate plan. But over the last couple of years, almost everyone has experienced at least one change that will impact their financial picture and future as a whole, and that’s new.
Now more than ever, people are in need of an estate planning attorney who can sit down with them to discuss how they’ve been impacted by the events of the past two years, and the events that continue to occur.
As an estate planning attorney with this knowledge, what can you do to not only help people, but increase or maintain your workflow?
From checking on your past clients’ current needs, to educating them on changes in estate planning matters, to networking with family law attorneys and CPAs, there are several ways to be proactive during these difficult times.
Need targeted help adapting to these changes and more? Just want to share your thoughts or experiences? Don’t hesitate to email us at email@example.com – we’d love to hear from you.
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