A comprehensive estate plan includes philanthropic planning

01/27/2013 | Wealth Management Insider

Financial advisers should help high-net-worth clients focus on the "softer" side of their estate planning, as well as the nuts-and-bolts aspects, writes Susan Winer, senior vice president and a founder of Strategic Philanthropy. "From a business development and client services perspective, focusing on the tax planning aspect of philanthropy and not the role or value of philanthropy in their client's life is a missed opportunity for both the adviser and the client," Winer writes. A philanthropic legacy plan will address this.

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