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The Intergenerational Divide: Don't Let Your Book Die With Your Clients

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.

  • Sep-30-2020
  • Brochure
  • advisor
  • PUB ID: TAPX016215

The Intergenerational Divide: Don't Let Your Book Die With Your Clients Presentation

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.

  • Aug-25-2020
  • Presentation
  • advisor
  • PUB ID: TAPX598276

Putting Your Financial House in Order Client Seminar No Video

Presentation outlining tools and resources designed to help you and your family plan effectively for the future, particularly in the event of an emergency, health crisis or untimely death.

  • Jan-30-2020
  • Presentation
  • public
  • PUB ID: TAPX575754

Emergency Contact Information

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.

  • Sep-16-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W3

Role of the Guardian

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

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W9

Role of the Trustee

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

  • Sep-16-2020
  • Worksheet
  • public

Role of the Advanced Health Care Directive

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

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W8

Role of the Power of Attorney

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

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W7

Role of the Corporate Trustee

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

  • Sep-16-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W6

Beneficiary Audit Worksheet

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.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W2

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.