Estate planning conversation with Robert - crucial insights

Met with Robert for lunch to discuss the overlap between estate planning and tax strategy. This was one of the most educational 121s I've had in a while.

Robert explained some of the newer tax implications for estate transfers that I wasn't fully aware of. In turn, I shared some legal strategies for business succession that his clients often ask about.

We realized that many of our clients need both of our services but often come to us at the wrong time - either too early or too late in their planning process. We're going to create a joint checklist that helps clients understand when they need each of our services.