Discover the future of estate planning with the 2024 Trends in Trust and Estate Planning report. Get an in-depth look at the changing landscape of estate planning and the evolving needs of clients in today's economic environment. With interest rate changes, potential tax policy changes, and a historic transfer of generational wealth emerging, this report reveals what clients expect and how professionals are adapting to meet these needs with customized, ready-to-use solutions. the future.

Highlights from the report include:

• Top customer concerns: Strategies for tax mitigation, wealth preservation and secure estate planning.
• Industry Insights: How economic factors are reshaping planning priorities and structures.
• Guide to family businesses: Effective Strategies for Multigenerational Wealth Transfer and Succession Planning.

Download the report to explore current trends and actionable insights designed to help clients protect their assets, align their plans with future goals and build a lasting legacy.

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