Posts tagged ‘BENEFICIARY PLANNING’

HZ1226MultiGenerational

4 Steps to Help Advisors Capture Multi-Generational Assets



Let me guess, you’re an advisor struggling to: Capture multi-generational assets; or Connect with the second or third generation of your clients. You’re not alone, which is why I’m sharing my story and an easy to implement process to capturing multi-generational assets. My Story – The…

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5 Easy Steps to Create a Beneficiary Plan



The thought of leaving a legacy that can smooth the way for others, such as your children, is a great feeling. Sometimes, though, good intentions aren’t always enough. Without careful planning, a significant portion of your estate can be eaten up by taxes, tied up in probate court, or…

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