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For many clients, estate planning is not just about transferring assets. It is about creating a legacy that can support children, grandchildren, and future generations in a meaningful and efficient way.

Many clients think of inheritance as a future event. As a financial professional, you can help them view it as a long-term planning opportunity that should begin much earlier.

 Ask your clients to rate the life they’re living on a scale from 1 to 10.

Their car? An 8 or 9.
Their home? Maybe a 7 or 8.
Their kids’ school? An 8, maybe higher.

Your clients work hard to provide a life they’re proud of. But when it comes to protecting that lifestyle, too many are only planning for a 3. To me, that’s a disconnect. If your clients are working hard to give their families the best, why would the plan to protect it fall short?