Access timely legacy and estate planning insights to support client conversations and help clients plan the future they want to leave to the people and causes they care about most.
Legacy, estate & wealth transfer
Help retired clients use QCDs and other retirement assets for charitable giving while navigating 2026 tax changes, RMDs and legacy goals.
Help clients bridge generational gaps in family financial planning with insights from Nationwide's Advisor Authority survey.
Financial professionals who want to thrive through this shift must do more than manage money. They must become trusted partners in guiding generational legacies.
Helping clients review their wills frequently and after major life updates is not only beneficial to their legacy planning but can also help position you as a trusted advisor. beneficial to their legacy planning.
Sudden wealth syndrome is a type of distress impacting individuals who suddenly come into large sums of money. Help clients avoid SWS with these tips.