Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

Advisors Without Estate Planning Could Let ‘Money Walk Out the Door’

Advisors who don’t offer estate planning may find themselves written out of the will.  Many independent advisors are lagging when it comes to their estate planning offerings, according to a recent report from consulting and research firm The Oasis Group. The findings highlight the ongoing shift away from the traditional, document- and attorney-driven estate planning process to one led by the advisor. The ongoing Great Wealth Transfer has also up…