Estate Planning Questions to Ask Clients Annually
By Kali Hawlk
In addition, you should check in with your clients to make sure the correct beneficiaries are properly protected. Peter J. Creedon of Crystal Brook Advisors asks his clients about the dynamics between beneficiaries to ensure everyone gets along and so the client can address the need to protect a beneficiary if there’s a risk of a beneficiary being bullied, or bullying someone else.
