Many believe that estate planning is … well, estate planning. A one-size-fits-all task, no matter who you are.
But nothing could be farther from the truth.
There are different estate planning strategies for different people. Finances, lifestyle, priorities, family, and gender make a difference when it comes to preparation. And women are definitely part of a group that needs to take special considerations when planning their wills.
Here are just a few things women need to consider:
This webinar will show you what’s at stake, what women can do to better shape their own legacies, and what questions to ask your prospects. You’ll also discover the tools your peers are using to close more Legacy Gifts.
CFRE Credits: 1 Points
Jonathan is an advisor to ultra high-net-worth individuals. He is also a planned giving consultant and coaches several charities. Jonathan resides in the NY metropolitan area.