Legacy Planning: Engage Your Client on a Deeper Level

By WealthCounsel Staff on Jan 29, 2021 10:00:00 AM


Author: Stan Miller, JD

Based on my experience counseling estate planning clients, I believe they want us to engage with them on a level that transcends the trust and financial solutions we typically offer as attorneys and advisors. Our clients want us to engage with them on a legacy level. The conclusion expressed in the title of Daniel Scott’s article “Estate Planning is Dead” seems to be an overstatement. But Scott effectively showed that the work we do merely as planners does not address the deeper needs of our clients. According to Scott,

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