Lindsay Pazdan

Lindsay Pazdan, a Morgan Stanley Wealth Advisor, shares her expertise on trust and estate planning. She dives into the nuances of engaging Next-Gen clients and stresses the importance of updating estate plans regularly. By exploring family dynamics, she highlights the need for tailored discussions in blended families and focuses on preparing younger generations for financial stewardship. Effective communication strategies and collaboration between advisors and legal experts are key to successfully addressing clients' needs and fostering authentic wealth management.