article thumbnail

The Danger of Declining Estate Planning

Wealth Management

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

article thumbnail

Estate Planning Checklist

Wealth Management

Have more productive estate plan meetings.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Perfect Storm of Estate Planning Challenges

Wealth Management

Will you be there to help clients with wills, trusts and estate planning needs?

article thumbnail

Estate Planning Services Are Becoming Table Stakes

Wealth Management

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.

article thumbnail

Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

article thumbnail

Estate Planning Offerings are Becoming Table Stakes

Wealth Management

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.

article thumbnail

The Close Relationship Between Financial Planning and Estate Planning

Wealth Management

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.