Frank Mindicino of Practice Growth Partners. Courtesy photo
Several online tools can make it easier for families to discuss and complete estate planning.
February 04, 2025 at 04:56 PM
1 minute read
Clients expect their professional team to ensure their estate and legacy planning is discussed and completed.
Cerulli and Associates, a research firm for wealth management financial services companies, reported in their comprehensive March 2023 study, “The $84 Trillion Dollar Opportunity,” that there will be an $84 trillion transfer of wealth in the next 10 to 15 years. The need to complete estate and legacy planning has never been more urgent and more important.
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