- 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).
Risk management planning considerations
Please reference “Your path to financial independence” topic for further refinement. * Note: Long term care is specifically excluded from this list. Please reference “Clearly
Bentley Makkar
April 8, 2023
No Comments