You never know what is on the horizon but you can be prepared

A New Year’s Resolution to Legacy Planning

The New Year is here. Clients are thinking about the future. And with an estimated $30 trillion predicted to transfer from Baby Boomers to their heirs over the next three decades1, legacy planning should be a top priority. Advisors need to ensure that their clients are prepared for this massive shift of assets, which Accenture calls the “greater” wealth transfer. Read more at