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This estate planning manual is based on over 30 years of financial advice and estate planning by top advisor Steve Lockshin to some of the world’s most successful ultra-high net worth clients.
Whether you are new to estate planning or are seasoned, the insights here can help you serve as a trusted advisor in establishing or refining your estate planning process.
Download the manual to learn how to:
- Providing differentiated value through estate planning
- Involving new clients in estate planning, including specific questions to ask
- Set clear expectations for annual maintenance etc.
Download now.
