WSJ Article 08/19/2023:
The Moves Wealthy Families Are Making to Skirt Estate Taxes
This Wall Street Journal article suggest taxpayers with a net worth of $10M+ review their estate plans now – before the estate tax exemption gets cut in half. “We’re looking at a golden opportunity to make tax-free transfers.”. As you read the article, jot down the names of clients who will be interested in the topic, then:
- Forward this free link to the article to appropriate clients and prospects
- Follow-up and offer to discuss the relevance of strategies with them
- Post the article on social media; offer a complimentary financial checkup
- Set reminders to repost the article on social media periodically
Keep your name in front of your clients and prospects with a fresh idea at least monthly. You’ll be the first person they think of when it comes to discussing their financial strategies.
