What advisors need to tell clients traveling abroad this summer
Financial advisors nationwide are taking calls from clients asking about what they should have in place prior to international travel.
Stop the mail. Check. Pull out the plug on the toaster oven. Check. Set the burglar alarm and timers on the sprinkler system. Check, check.
Call financial advisor to review estate plan, document location and travel insurance?
Better make sure your client checks those boxes too.
The post-pan
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