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
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