2 minute read
Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning. But if you say to your client, the patriarch or the matriarch, rank those for me. What's your most important thing? What's your second most important thing and so on, if you are able to do that, you are really getting the client to lean forward and think about what's important to them.
In Part 2 of the Simplifying Nevada Trusts Series, Jeffrey Dunham and Ann Rosevear discuss how they figure out what's in a client's soul and how they, Earn the Trust of Wealthy Prospects.
Disclosure
This document is provided for informational purposes only by Dunham & Associates Investment Counsel, Inc. solely in its capacity as a Registered Investment Adviser and should not be construed as legal and/or tax advice. Dunham & Associates Investment Counsel, Inc. does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.