This client-facing guide offers ideas to help initiate family conversations about your end-oflife planning.
Ask these open-ended questions to start the conversation about legacy planning.
Learn why a financial professional's elevation to trusted partner can be significant and even life-changing for the client.
Explore the nuanced "anatomy" of trust and the advantages of "performing empathy."
Recommend this organizer to your clients for gathering all of their important information in one place, which can minimize additional stress for loved ones in case of an emergency.
This client-facing advisory for those who have remarried offers possible solutions for controlling the distribution of their assets after they're gone.
This client-facing guide can help your client think through the considerations of aging in place and lists other possible housing options.
This guide considers ways to convert the value of a client's tax-deferred assets into a tax-free inheritance.
These case studies explore how a special-needs trust could help relieve your clients' concerns about their loved one's future care.
Learn how legacy planning helps your client and their extended family, while helping you retain and grow your business.
Use this checklist to ensure that your wishes are honored while you're living, and to leave a loving legacy.
Consider life insurance as a funding vehicle for an existing credit shelter trust arrangement or other irrevocable trusts.
There is an opportunity to use NQ deferred annuities as a funding vehicle for an existing credit shelter trust arrangement.
Consider this 2-IRA strategy to help clients pass along their IRA assets more efficiently.
This client-facing guide lists 9 tips to help avoid making costly mistakes when it comes to designating beneficiaries.
This client-facing piece offers important tax implications to consider and actions to take to protect your surviving spouse.
This client-facing piece explores a special-needs trust as a potential solution for parents seeking to protect their disabled child after they're gone.
This client-facing guide offers ideas to help initiate conversations with aging parents about their end-of-life plans.
This client-facing piece offers ideas for making their charitable intent as effective and tax efficient as possible.
This client-facing guide can help your client take steps to assure that their affairs will be handled and wishes honored in the event of incapacity.
This client-facing checklist can help them ensure that their wishes are followed while they're living and that they'll leave a loving legacy after they're gone.
This case study considers the many areas where you can help solve for your new client's specific legacy-planning needs.
This case study illustrates the importance of your guidance in helping them prepare for the last phase of living well in retirement.
Learn how to build trust and help your minority clients grow their wealth.
You clients can avoid these common mistakes.
For the overwhelming majority of Americans, wealth transfer needs to focus on planning for the costs of long-term care.
Annuities can be a tool a trustee uses to manage multiple risks through their multiple product features.
Video about helping clients leave a meaningful legacy, and the opportunity you have to bond with the next generation.
This video explains the role of empathy in becoming a client's trusted partner.
Video about helping older clients live on their own terms, and how to fund products such as long-term care coverage.
A video discussing how financial professionals can use legacy planning to create deeper relationships with clients.
Overcome conversational roadblocks to convey the importance of an estate plan to your clients
A client-facing article that explains how trusts can play a useful role within estate planning strategies.