Estate Planning – The Responsibilities and the Opportunities

Estate Planning – The Responsibilities and the Opportunities
March 20, 2018 Scott Charlton

As your client’s primary financial adviser, there is a compelling case to take an active role in your clients’ estate planning. Published in Adviser Voice, Scott’s article explores the responsibilities of financial advisers in this area, along with the commercial opportunities that accompany making estate planning an integral part of the services you provide. Read the article here.