White Papers

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.