In The News
Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away. Transfers to heirs and others are unleashing …
Institute for Preparing Heirs featured in Financial Times article by Emma Jacobs. From the article: This can be complicated by financial advisers …
Ignoring personal items as a part of the estate planning process can be costly, both financially and emotionally. Not all client families …
Should financial advisors lead the meetings, suggest a skilled facilitator or leave it up to the family? Meeting as a family to …
Practical Tools to Inspire Client Wealth Conversations Pilots use them; doctors use them; why not trusted financial advisors? Checklists are powerful and …
We know that trillions of dollars in family wealth is currently being transferred to the inheriting generations. Keeping the inheriting generations while …
3 Steps to Building Stronger Client Family RelationshipsExperience tells us that if a meaningful connection has not been made with your client’s …
Great article in today’s WSJ about the important link between family values and the purpose for family wealth. Read article At the …
In extraordinary times, advisors need a new skill set to keep the inheriting generation. Learn more
Lisa D. Snyder presented “Legacy & Impact — Helping Clients Take Care of The People & Causes They Love” to members of …
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