Singles or couples without heirs face unique financial and estate planning challenges; they must determine how to distribute their wealth, make decisions about long-term care without children to provide support, and establish who will advocate for them in case of incapacity. However, technology and new tools can assist wealth advisors in guiding those with couples through these critical decisions.
By watching this ThinkAdvisor webinar, you’ll discover advanced solutions that streamline planning, enhance client engagement, and improve long-term financial outcomes.
Hear from industry experts as they discuss:
- How to ensure clients’ financial security and legacy planning needs are met with confidence
- Digital estate planning tools and AI-driven financial modeling
- Secure document management and virtual collaboration platforms
To learn more about the Black Diamond® Wealth Platform, request a demo.
