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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

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

Beneficiary Audit Worksheet

Simple worksheet that makes it easy to review beneficiary designations on life insurance, 401(k) accounts and other key assets. Any and all updates would need to be shared with a financial professional.

  • Sep-30-2020
  • Worksheet
  • public
  • PUB ID: TAPX011115

Legg Mason Coverdell ESA Certification Rollover Assets Form

Certify your rollover assets coming from a Coverdell account

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016681

The Hidden Costs of Aging Financial Professional Presentation

The important conversation you need to have about care and housing expenses. Offers a profile of aging, care and housing options and considerations for your clients as well as tools to grow your business.

  • May-18-2020
  • Presentation
  • advisor
  • PUB ID: TAPX592697

The Hidden Costs of Aging Conversation Starters Brochure

Suggestions for how to start the conversation with clients about planning for potential care and housing costs related to aging.

  • Jun-09-2020
  • Brochure
  • advisor
  • PUB ID: TAPX588558

Selecting a Geriatric Care Manager Worksheet

A guide to asking the right questions about credentials and range of experience in evaluating a geriatric care manager.

  • May-12-2020
  • Worksheet
  • public
  • PUB ID: TAPX305022-W3

55+ Independent Living Communities Worksheet

This worksheet provides a summary of the type of serves offered at these communities and questions to use when assessing each residence.

  • May-11-2020
  • Worksheet
  • public

Role of the Trustee

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

  • Sep-16-2020
  • Worksheet
  • public

Role of the Guardian

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

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

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