When you are discussing the importance of estate planning with clients, one strategy is to present statistics, such as the oft-repeated data point that only around one-third of Americans have an estate plan—despite almost two-thirds of them saying that estate planning is important.1 But most people think in stories—not in statistics. Research suggests that we […]
Continue reading…The Wealth Counselor
“Reel” America: Celebrating National Movie Month
Helping Clients Write Their Legacy Script A compelling case can be made that life unfolds in much the same way as a story on a screen, with each of us the star of our own movie, surrounded by a cast of characters who shape our perspectives through our interactions and shared experiences. Humans are driven […]
Continue reading…Young Adults Need a Financial Plan
It is the best of (economic) times and the worst of (economic) times for young adults in America today. This demographic has come of age during an unsteady economy and tends to reject traditional thinking about money and financial planning. How can advisors reach a generation of Americans who prioritize things like “soft saving,” “work-life […]
Continue reading…Does a Young Adult Need a Will?
Estate planning attorneys focus on reminding clients of two basic and interrelated points: estate planning is not just for the wealthy, and everyone over the age of 18 should have an estate plan, no matter their financial situation. A will is essential whether your net worth is $1 million or $100. Individuals with a higher […]
Continue reading…School Is Back In Session
High School Seniors Can Use a Starter Estate Plan (Advisor Letter #1) As summer fades into fall and school resumes, millions of seniors are entering the home stretch of their high school careers and marking their official entry into legal adulthood at age 18. According to cognitive scientists, some individuals’ brains do not finish developing […]
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