Planning for the Great Wealth Transfer
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As older generation transfer an estimated $72 trillion to heirs over the next two decades, it’s important for financial advisors and their clients to plan early.
Brian Morgan CFP® , product director of financial planning at Orion, discusses tools to help advisors build and maintain relationships with heirs, and estate planning tools that help clients pass assets to younger generations.
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Originally posted on: https://www.wealthmanagement.com/estate-planning/planning-great-wealth-transfer