Wealth transfer and estate planning are not only very broad topics that have myriad implications and directions for every individual client, but they also involve very significant planning discussions that require a lot of time, effort, work and money to complete.  With that said, many high net worth clients have already done some level of…

The current environment requires financial advisors and planners to be well versed in a wide array of products, services, and planning techniques. This is a daunting task, but is especially difficult when seeking to explore a client’s financial needs in an area outside the advisor’s comfort zone. Take estate planning, for example. For many advisors,…