- Understand the client’s personal and financial circumstances.
- Identify and select transfer objectives.
- Analyze the client’s current legacy plans and potential alternative courses of action.
- Formulate legacy planning recommendations.
- Present and refine legacy planning recommendations.
- Implement legacy planning recommendations.
- Review legacy plan periodically and update as appropriate (e.g., to accommodate changes in family situation or estate and tax laws).
Clearly detrimental strategies and products that we do not utilize, recommend, or offer
. . . [M]ost of the so-called anomalies that have plagued the literature on investments seem likely to be the result of data mining. We
Bentley Makkar
April 26, 2023
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