Retaining The Next Gen In The “Great Wealth Transfer”: Planning Opportunities To Build Relationships With Clients’ Heirs
A major focus in financial planning circles is the “Great Wealth Transfer” expected to unfold over the coming years, as members...
Don’t “Avoid Probate”: Reframing Estate Planning Success Around Managing (Not Escaping) The Probate Process
When it comes to estate planning conversations, many clients come to the table with the goal of avoiding the probate process, which can...
Don’t “Avoid Probate”: Reframing Estate Planning Success Around Managing (Not Escaping) The Probate Process
When it comes to estate planning conversations, many clients come to the table with the goal of avoiding the probate process, which can...