It's the largest transfer of wealth in modern history: The Great Wealth Transfer

This guide highlights what’s at stake, where the risks lie, and how advisors can stay in front of the Great Wealth Transfer.

In this guide:

• $100 trillion is expected to pass from Baby Boomers
• Women as primary decision-makers
• How to get the basic estate planning documents in order
• Learn about how trusts do more than avoid probate
• Learn about how and why you need to build relationships early
• Learn about estate planning and growing your AUM