Conversation starter – Avoid these 5 estate administration mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?’ Run through the strategies they can use to protect against taxes and creditors.

Or…

Ask your client, ‘How comfortable are you with your executor?’ If she doesn’t have one, work with her to plan her estate. If she does, ask that she reach out to her executor and arrange for him to come to a meeting. This meeting should run through the executor’s responsibilities and stress that you’ll be around to help when the time comes.

You can also email them this article, or send it to them on Twitter or LinkedIn.