Teach your clients well
"Déjà Vu"
Lesson: Review estate plans periodically
Song on Crosby Stills Nash & Young’s 1970 album, “Déjà Vu”
“Most estate planning is triggered by some life event — divorce, death, business transition, marriage, etc. — and that can be too late to create an effective strategy that maximizes investment and tax savings potential.”
— Andrew Palmer, managing director, Evoke Advisors