Legacy Planning is More Than Estate Planning
This three-step process can help your audience understand why an effective estate plan is only one part of a larger legacy plan.
This three-step process can help your audience understand why an effective estate plan is only one part of a larger legacy plan.
Alexandra Miele, CFP® explains how she and her partner successfully built their dream firm and shares insights into starting over.
In the second of our two videos, estate planning attorney Mark Shiller explains how to overcome clients' estate planning barriers.
Attorney Mark Shiller joined a recent ROL Advisor Learning Hour to discuss the barriers to engagement in estate planning.