Estate Planning Archives

Jun 28, 2024 10:15 am

Preparing Your Adult Children for Inherited Wealth

By Steve Sanduski, CFP®|2024-06-28T10:15:40-05:00June 28th, 2024|Categories: ROL Blog|Tags: Estate Planning, family, Retirement|

This six-part framework will help your audience work with their heirs on aligning inherited wealth with Return on Life.

Apr 5, 2024 10:16 am

By Steve Sanduski, CFP®|2024-04-05T10:16:49-05:00April 5th, 2024|Categories: ROL Blog|Tags: Estate Planning, legacy, Retirement|

This three-step process can help your audience understand why an effective estate plan is only one part of a larger legacy plan.

Mar 14, 2024 10:34 am

Alexandra Miele, CFP® explains how she and her partner successfully built their dream firm and shares insights into starting over.

Feb 15, 2024 1:51 pm

In the second of our two videos, estate planning attorney Mark Shiller explains how to overcome clients' estate planning barriers.

Feb 1, 2024 11:50 am

Attorney Mark Shiller joined a recent ROL Advisor Learning Hour to discuss the barriers to engagement in estate planning.