If estate equalization is a good fit for your client, it’s vital to structure the process properly. The first step will likely be helping your client choose the right level of death benefit protection for the estate. Asset values can change from year to year, and the number of beneficiaries can fluctuate as well. Selecting the right amount requires careful forward planning.
There’s no shortage of factors to consider when it comes to estate planning. Family relationships, last wishes, wealth transfer – your clients will have their hands full. However, in addition to helping them wade through the often complex process of estate planning, they’ll also be looking to you for one more service: reducing costs.