A massive transfer of wealth is already underway—whether your prospects and clients are planning to leave a legacy or preparing to receive one. More and more Americans are thinking beyond their own retirement and asking bigger questions: What will happen to my wealth when I’m gone? Or, what should I do to reduce taxes on my inheritance? The Simplicity Lone Beacon annual survey proves that, as financial advisors, you’re seeing this trend in real time. And the conversations around inheritance and legacy planning are only growing more urgent.
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