This blog post addresses two audiences on estate planning for millennials: (1) financial advisors; and (2) millennials themselves. The information came from an August 2020 presentation Wealth Advisors Trust Company gave uber-successful Millennials wanting to learn the ABCs of estate planning in 15 minutes. Advisors will learn how to serve/prospect to millennials with a broader scope and understanding. Millennials will learn how to think thru the philosophical complexities of estate planning around their wealth and family. This post will include:
Creating an estate plan can be as easy as 1-2-3 or as complex as the science to send a man to the moon.
In this blog post you are going to learn ideas and suggestions to potentially limit the “hit” from Joe Biden’s tax plan. This post will include: