Intelligence

Why Even Affluent Americans Are Coming Up Short On Estate Planning

Reporter: Brian O'Connell

Publication: InsuranceNewsNet.com

Contact: iq@fullyvested.com

Deadline: Apr 19, 2017 7:00 pm

A new study out by BMO demonstrates the serious problems financial advisors face in getting clients to make estate planning a priority. The best path to good estate planning? Couple the process with a “creating a family legacy” marketing plan that gets clients moving on their family’s financial future. I need financial/estate experts to provide tips on the best estate planning moves and habits; how to work with a financial advisor/lawyer on estate planning; and specific moves to make to produce the best estate planning results. All tips and comments welcome.

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