The “Triple A” Approach to Estate Planning

AM blog

There is continued focus on gifting for high-net-worth individuals — a limited opportunity that is set to expire in 2025, if not sooner. Despite the ticking clock, there are still many high-net-worth clients who are on the sidelines waiting to take action. How can financial professionals help move the planning needle with this group?  In our latest blog, Carly Brooks explores the “Triple A” approach to estate planning, delving into the psychology around planning and offering solutions that can yield results. Learn why age, assets and attitude matter!