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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
September 01, 2009 at 08:00 PM
“When I first met with my advisor, it was part of our overall plan. Obviously, I had seen some of the big cases about living wills on TV and didn’t want to see my family have to go through anything like that, so I signed the papers.”
Alice Y., 64 New York, NY
“Yes I do. I did not want to take any chances with my assets and wanted to ensure that my family was taken care of. It’s important to have your path planned out.”
Mark B., 62 Denver, Colo.
“Yes. Most definitely. That’s one of the very first things my husband and I had taken care of when we retired. We were lucky and able to retire almost 15 years ago and wanted to make sure we had things set up for each other and for our children and grandchildren.”
Jeri W., 99 Portland, Ore.
“I can’t say that I do. My advisor and I have discussed it when we’ve met, but I have not agreed to it yet. I guess I’m stubborn that way.”
Jay R., 71 Colorado Springs, Colo.
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Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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