Charging For Estate Planning And Document Prep: Navigating Regulatory Hurdles And Real Pricing Benchmarks From Kitces Research
While estate planning has long been an integral part of the financial planning process, most advisors’ roles have historically been limited to identifying the need for documents and referring clients to attorneys. New technologies, however, are transforming how advisors approach estate planning by allowing them to go deeper-both through enhanced visualization and modeling tools and, Read More. The post Charging For Estate Planning And Document Prep: Navigating Regulatory Hurdles And Real Pricing Benchmarks From Kitces Research first appeared on Kitces. com.