Voices Legacy building: Are advisors up to the task?
Helping clients leave a legacy is one of the more difficult, and nuanced, challenges facing a financial planner.
With many retirees having accumulated significant wealth through their workplace retirement programs, and through real estate, there are more families passing on wealth to their heirs. Where historically most retirement income was generated through pensions and disappeared at death, 401(k) and IRA retirement plans have the capability of securing wealth for generations to come.
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by Dave Grant