Estate Planning and Management – what an opportunity!

Smithink - helping accountants turn their practices into great businesses

As the baby boomers move to retirement and the hereafter we are going to see an enormous transfer of wealth to the following generations. Yet, family structures have become more complex so it is not a simple task to create appropriate plans. Often beneficiaries are not aligned with their goals. Estates can sometimes need to continue for many years after death.

Presented by: David Smith, Smithink