Literature Results Page

This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most-valued clients.

A presentation that explains the connections that advisors can make with their clients families. Includes tips on setting up a family meeting and sample dialogue to use that will help advisors connect with the next generation.

A listing of the key service providers and/or contacts for one's home. Created to help family members, loved ones or neighbors step in during an emergency.

Definition, description and listing of key duties performed by a Trustee.

Definition, description and listing of key duties performed by a Guardian.

Definition, description and listing of key duties performed by a Corporate Trustee.

Definition, description and listing of key duties performed by an Advanced Health Care Directive.

Definition, description and listing of key duties performed by a Power of Attorney.

A document meant to centralize one's personal, financial and administrative information to be completed and organized for the benefit of one's family and/or beneficiaries.

The Beneficiary Audit Worksheet is designed to help clients conduct a periodic review of their beneficiary designations to ensure they are up-to-date and accurate.