Tips From the Pros: Estate Planning for Middle Rich Clients

Turney Berry wrote an article for WealthManagment.com about the important role advisors play when it comes to convincing clients to take the right steps to achieve their goals. He goes into detail about the importance of sticking to the basics, defines the middle rich, and what is the best gift you can give your client.

To read the full article, click here.

Turney P. Berry

Turney Berry is a nationally recognized leader in the areas of estate and business planning, estate and trust administration, and charitable giving and tax-exempt organizations. He leads the Firm’s Trusts, Estates & Personal Planning Service Team and also serves on the Firm’s Executive Committee. Read More