Ensuring Client Legacy by Rethinking the Estate Planning

Estate planning and wealth management have evolved over the years, and advisors must adjust their practices to meet their clients’ needs and expectations.  What started as an area focused solely on preserving and growing financial assets has evolved and expanded to include spotlights on family values, communication, and education.  This shift is not because clients want to have these conversations but because they see the trend that when heirs aren’t prepared, even a well-designed estate plan may fail.  Studies have shown that clients look to their key advisors for guidance on how and when to have discussions to preserve wealth and create a longer-lasting legacy.   This webinar will focus on the premise that wealth creators should consider engaging their families as part of their estate planning process as a way to equip heirs better to steward their future wealth.

The webinar will review and discuss clients’ top ten communication mistakes during the estate planning process and address how advisors can help them get back on the right track. The webinar will dive into real-life examples, connecting the important communication points to the practical elements of estate planning and providing key takeaways that can be brought back into your practice.

Speakers: Alvina Lo, and Marguerite Weese of Wilmington Trust and Martin Shenkman, Esq.

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.