Watch Eric Christoffersen’s conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise them to get help is critical. This 2-part series explores these potential perils through real life case studies. The aim is for advisors to “know enough to be dangerous” so they can be spot issues within a clients’ legal planning and steer them to safety.
