What is currently driving clients to seek guidance about estate planning?
To find out, Trusts & Estates recently conducted an in-depth survey of the financial advisor and estate-planning attorney communities. This webinar will present the findings of that research and discuss what clients are concerned about now and what financial advisors and estate-planning attorneys are doing — and should be doing — to meet their clients’ needs. Specifically, the webinar will cover:
Why has interest in estate planning grown over the past year?
Why are clients increasingly worried about taxes?
Which age groups are most likely to seek estate-planning guidance?
When do advisors and estate-planning attorneys think it’s useful to have a corporate fiduciary?
How can estate planning help in succession issues involving family businesses?
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Produced by
Sponsored by
Susan Lipp – Moderator Editor in Chief Trusts & Estates
Kristin Letourneau, PhD – Speaker Vice President, Research Informa Engage
Katie Carlson – Speaker Head of Wealth Strategy Bank of America
Colin Korzec – Speaker Head of Trust and Estate Settlement Services Bank of America
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