How to Help Your Clients With Estate Planning

Danny Cevallos: I think there's a massive wave coming We talk about the great wealth transfer in terms of managing assets But you also need to think about what happens in that transfer. Assets are moving from baby boomer and silent generations That currently control 70% of all household wealth in the United States Over the next 20 years, that asset base is going to shift into the hands of Gen X, Millennials, Gen Z And who are those generations? They are more digitally inclined So don't be afraid of digital solutions just because it's digital, right? Embrace it,. understand that technology is intended to increase access, increase scale And actually reduce risk, reduce the chance for mistakes to