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    7 Tips for Proactive, Personalized Planning to Connect With Clients’ Heirs

    posted in Estate Planning Feb 1, 2022


    Several demographic shifts are getting the attention of financial advisors and their clients right now. Well before COVID-19 began circling the globe, the Great Wealth Transfer was already well underway.

    During the last two years, the pandemic has had a measurable impact on life expectancies. In addition to deaths attributed directly to the virus, the U.S. is experiencing increasing deaths due to multiple causes, with the CDC reporting a year-and-a-half drop in the average American life expectancy.1

    The pandemic also spurred shifts in employment and retirement. Along with acceleration in baby boomer retirements, other generations have begun quitting and changing jobs at a higher rate.2

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    Estate Planning: Don't Overlook Digital Assets

    posted in Advanced Planning, Estate Planning Nov 12, 2019


    There are many considerations when helping a client set up a will or estate plan, from assigning an executor or power of attorney, to choosing beneficiaries, to setting up a trust and more. 

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