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Estate planning is much more than drafting a will. It's an ongoing process that should evolve as a client's life, family, and financial situation change. However, one of the most common—and potentially costly—oversights is failing to review and update beneficiary designations. Many clients assume their will or trust…
In advance of National Make a Will Month this August, now is the time to start preparing your client conversations around estate planning. Most clients avoid the topic for the same reasons. It feels uncomfortable, they assume it is only for the wealthy, or they plan to get to it later. The advisors who break through that…
💬 What estate planning gap are you seeing most with clients right now? Estate planning isn’t just for the ultra-wealthy—it’s a critical part of every financial plan. Yet, many clients still have major gaps that can create challenges for their families down the road. For financial professionals, identifying these gaps early…
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