Panera Bread, the national fast casual food chain, has an interesting and flexible menu choice called “You Pick Two.” This option allows customers to combine any two items from a variety of soups, sandwiches and salads for their meal selection.
Did you know the Internal Revenue Service offers a similar “pick two” option for your estate-planning clients? While the IRS menu seems pretty limited (big surprise), it’s more appealing than you might think.
Read the full WealthManagement.com article here