How to Talk to Your Clients About Estate Planning

A two hour meeting almost always means you're either spread too thin or you're going too deep before you have agreement. Another thing that I love to be thinking about when I'm meeting with clients is also allowing them to think about it on their own time, not on my time. A very good use of time is saying, great. Here's the three options. Okay. You don't like life insurance. Great. Here's how we're going to pay the taxes. Fantastic. And these are some things I need you to think about because very, very, very rarely can I meet with a client that has that complex situation and know all the answers.