AdvisorToClient
Check List Archive

Checklist – Tax minimization for seniors

Here’s a list of tax credits and deductions for seniors. Go over it with your clients to see if it can garner any savings.

Tax

Checklist – Tax minimization for business owners

Here are some talking points and considerations regarding tax credits and deductions for business owners. Go over it with your clients to see if it can garner any savings.

Tax

Checklist – Tax minimization: U.S. estate tax liability

Here’s a list of potential U.S. estate tax liabilities you should make clients aware of. Go over it with your clients now to see if they can make adjustments that will improve their sheltering of assets to reduce tax exposure.

Tax

Checklist – Minimize executor liability

Here’s a list of best practices executors should use to keep beneficiaries happy as the estate is settled. Review it with your clients with executor responsibilities.

Financial Planning

Checklist – Explaining compensation to clients

To make what could be a complicated conversation about your compensation more streamlined, make sure you cover these points during the meeting.

Financial Planning

Checklist – Snowbird finances and documentation

Here’s a list of must do items and documentation that should be reviewed by snowbirds prior to migrating south for the winter.

Financial Planning

Checklist: Before heading south for the winter

Here’s a list of must-do items and documentation that should be reviewed by snowbirds prior to migrating south for the winter.

Financial Planning

Checklist: Charitable giving

Here are some important points to raise when talking with clients about charity.

Financial Planning

Checklist: How to best use foundations

Here are some important points to raise when talking with clients about charity.

Financial Planning

Checklist: REITs versus direct ownership

Here’s a list of pros and cons related to owning real estate directly and owning REITs as an alternative.

Financial Planning