Inside, you’ll uncover 11 of the most frequent estate planning missteps advisors encounter. More importantly, you’ll get practical, commonsense solutions you can put into action right away. With these insights, you’ll be better equipped to guide clients through this sensitive process with confidence while demonstrating the unique value you bring as their advisor.

What You’ll Learn in This Guide:

• Why “I love you” wills can unintentionally create tax headaches

• The risks of joint property ownership (and smarter alternatives)

• How to plan for illiquid assets like businesses and real estate

• The right way to use trusts to balance control and flexibility

• Gifting strategies that reduce estate taxes without giving up security

• And 6 more critical mistakes you can help your clients avoid

Complete the form to download your complimentary copy now and give your clients the peace of mind they deserve!