North America Associated Press
Estate Planning Becomes Top Priority for 68% of Advised Clients Amid Economic Anxiety
Estate planning has become a top priority among advised clients, with 68% considering switching advisors to get access to this service, according to a new report. This shift reflects economic anxiety pushing Americans to prioritize estate planning.
Estate planning is emerging as a crucial financial advisory service, with 68% of advised clients considering switching to a firm that offers this service due to economic anxiety. This trend is driven by a generational shift in who works with an advisor, with Americans increasingly prioritizing estate planning. The Trust & Wills third annual Financial Advisor Report highlights the growing importance of this aspect of financial advising. As a result, clients are seeking firms that provide comprehensive estate planning solutions.
Brief written with AI from reporting by Associated Press. All rights to the original story belong to the publisher.