Discussing estate planning with a client

Listen Now

Running Time: 8:57

Date: 01/07/2016

Putting it off won’t help anybody — so it’s time to get the conversation started.

It can be uncomfortable discussing issues around sudden death or ailment, but it’s important to plan – the consequences of not doing so could severely affect loved ones and close associates. Ray Cummings of Greenoak Advisory gives some tips on how to bring up the topic and what clients should plan if they were to go.