White Papers

Download the 2026 Living Legacy Report to discover how “giving while living” and family-wide engagement drive advisory growth. Learn why legacy planning is now a mainstream expectation across all wealth levels.

Discover conversation starters to help families navigate estate planning during the holidays. This guide breaks down why most wealth transfers fail, how to approach meaningful legacy discussions, and practical steps to protect family harmony during “The Great Wealth Transfer.”

Recent reports suggest more than $124 trillion is set to change hands by 2048.  This shift represents both an unprecedented opportunity and a significant challenge for financial advisors focused on protecting wealth transfers.

This playbook is designed to equip financial advisors to bring estate planning confidently into client conversations.

In moments of uncertainty, estate planning can provide stability, deepen trust, and deliver lasting value when markets are unpredictable.

Whether you serve high-net-worth families, retirees, or next-gen clients, we’re here to equip you with the insight and confidence to navigate this new environment with your clients.