Six Myths that Stop Heirless Clients from Estate Planning

Clients with no obvious heirs may get stuck before they even start. Here are some ways planners can help make an already uncomfortable process a little easier
By
Lisa A.K. Kirchenbauer, CFP®, CPWA, RLP, CeFT

Journal of Financial Planning: December 2024

 

Sign in to continue.

Access this exclusive member content, plus so much more.

Become a member

  Sign in

Journal: December 2024

More from this issue

Related Events