During last week’s HNW marketing series, we ran several polls to get a read on the market in comparison to the Wealthcounsel and Trust and Estates Annual Trends Survey.
In the Trends survey, it was noted that 57% percent of the respondents stated that clients were not planning for tax reasons. During our live webinar we polled our audience and it appears the over 67% stated the same. Planning for estate taxes fell to 4th on the list.
This was not surprising given that there are more pressing current issues facing families today such as cash flow, business planning, asset protection and family dynamics.
Given the number of alerts I received on a daily basis from Google in the area of estate planning, I see professionals talking and writing about estate taxes and unfortunately their message is falling on deaf ears. It is important to know your audience. Do you?
Enjoy the recording!
Filed under: Advanced Estate Planning, Business Succession Planning | Tagged: Advanced Estate Planning, advanced tax planning, Business Succession Planning, InKnowVision, Tax Planning, WealthCounsel | Leave a Comment »