Millennials & Generation Z: The Next Estate Planning Demographic
Generational differences play a big part in the construction of estate planning strategies, as well as how attorneys should communicate the importance of those strategies to potential clients.
Estate Planning Awareness Week – Reaching Out to Clients is Crucial
Estate planning is not a one-size-fits-all endeavor. It is a customized plan designed to best protect each client and their loved ones. Most estate plans should include some or all of the following component