Many advisors are focused on ensuring clients have a good life, but there’s a lot of money in focusing on what comes next.
The main focus for many estate plans is leaving a legacy. Here are six potential mistakes advisors can help clients avoid.
Advisors are struggling to penetrate a market that could net them trillions… literally.
Aging baby boomers are more willing to contemplate their mortality, offering advisors a chance to capture a lucrative market.
Overly rosy estimates of baby boomer wealth mean the push is on for advisors hoping to claim a chunk of the estate planning business.