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Preserving Trust and Legacy: The Vital Role of Estate Planning for Financial Advisors

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For financial advisors, one truth stands out above all others–trust is paramount. Clients entrust their financial legacies to you, and it’s your responsibility to guide them in safeguarding their family’s future. A profound way to foster trust and demonstrate commitment is by helping clients develop and comprehend estate planning strategies. This blog post will explore […]
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Finding Opportunity in 2024’s Challenges to Non-Interest Income

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Through years of falling interest rates that dramatically compressed net interest margins, credit unions and banks learned to lean into non-interest income to keep the balance sheet, well, balanced. Debit and ATM transaction fees and overdraft and Not Sufficient Funds (NSF) charges have become particularly important, especially as account maintenance fees such as monthly service […]
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Inheritance Planning Crossword Puzzle #1

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5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.
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The Most Valuable Part of Your Estate Plan: Your Story

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Plus How to Get Started on Preserving Your Life Stories The things we leave behind aren’t the only things that matter when we pass away. What is just as, if not more, important is the legacy we leave behind. Think of it this way, what will happen to your life stories when you pass away? […]
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Asset Retention & The Benefits of Modernized Estate Planning

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Wealth advisors are entrusted to protect their client’s assets and financial legacies for future generations, and modern estate plan software plays a pivotal role in helping firms achieve this goal. Your firm has likely developed an offering stack that serves the client’s best interests, aiming to diversify revenue streams, bolster loyalty, and increase customer share […]
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What you should do to protect a loved one with dementia

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5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.
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Avoid Headaches from Settling an Insolvent Estate

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4 Challenges for the Executor when Administering an Insolvent Estate Debt is a part of life for the majority of us. As an executor, settling debts on behalf of the deceased can be a burdensome task, especially when it is a loved one that the executor just lost. However, that task can become all the […]
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3 Rs to Prevent Elderly Financial Abuse: Red Flags, Relationships and Respect

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Consider financial education comprehensively for National Financial Literacy Month Recent lawsuits point to both the vulnerability of many older Americans to the scourge of online financial fraud and the opportunity that engaged financial services providers have to help thwart such pernicious crime. Two such complaints are against a top 5 bank, which is accused of […]
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How Estate Planning Can Help Institutions Win the Loyalty of Customers & Employees

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Deliver More for Your Customers and Employees with Affordable Access to Estate Planning Estate planning is an essential part of planning for the future, though many people fail to plan for this eventuality.
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Why is it important for credit unions to ensure members have a will or trust?

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A death in the family ushers in a time that can be fraught with trauma and confusion. Questions around how to distribute that loved one’s assets via a will or trust, and who’s in charge of doing that, can be a particularly volatile part of the problem, even with modest estates. Credit unions have always […]
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How to Sell Estate and Legacy Planning to Your Financial Advisory Clients

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As a financial advisor, you hold a unique position of trust, ensuring your client’s current and future financial health. Yet, as the US moves towards its most significant wealth transfer in history, over 70% of Americans are without a valid estate plan –leaving families at risk and potential wallet share at the door. In this […]
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No Estate Plan? Why You Should Care About the Consequences!

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5 Huge Consequences for You and Your Family by Not Having an Estate Plan There are a lot of excuses that people have for putting off estate planning. Some think they are too young and have plenty of time to worry about estate planning later. Others think they just aren’t wealthy enough to need estate […]
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Untapped Potential: The Importance of Attracting Gen X Clients for Financial Advisors

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As a financial advisor, tapping into different client demographics is crucial for building and maintaining a successful financial practice. While most firms’ primary focus is on Millennials and Baby Boomers, there is a significant untapped market that is often overlooked: Generation X. In this blog post, we will explore how to get clients as a […]
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How Financial Institutions & Advisors Use Estate Planning Services to Grow Their Business

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As the number of people searching for estate planning guidance is on the rise, trusted financial advisors, like credit unions, banks and advisory firms, looking to impact the growth of their businesses are seeking partnerships with the best estate planning software providers. Adding estate and inheritance planning to your portfolio will position your organization as […]
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6 Ways to Accelerate Your Financial Advisor Marketing Plan

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As a financial advisor, you know that the industry is highly competitive. To stand out in this crowded marketplace, it’s essential for you to create a strong financial advisor marketing plan that sets your firm apart from its competitors. This article will explore six creative and innovative ways to help attract more clients while providing […]
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Digital Estate Planning Empowers Your Customers to Avoid These 3 Mistakes

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Estate planning is a task easily set aside amid the demands of daily life. But life will indeed end, and your customers should have a proper estate plan in place. Even when their assets are modest and require a simple will, it is crucial for every working adult who would like to ensure what happens […]
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Why Prioritizing Personal Wellness Can Be A Win For Institutions, Customers, And Employees

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This article was originally published in Forbes on April 18th, 2022. The Covid-19 crisis spawned severe and synchronized economic scarring worldwide, leaving a $16 trillion price tag in its wake. But it is the human scarring that has been its most sizable consequence—the disappearance of over 3 million lives translated as 20 million years of life lost. The impacts of such an unprecedented crisis on personal wellness are here to stay.
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Elevate Your Practice: Six Strategies to Expand Your Financial Advisory Firm

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As a financial advisor, you understand the importance of continuously growing your client base. After all, a flourishing clientele not only brings financial rewards but also positions you as a trusted expert in your field. In this blog post, we will explore how to grow your client base as a financial advisor with effective marketing […]
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Break the Habit: Digital Estate Planning as an Essential Tool and Differentiator

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The time and complexities involved in providing estate planning have long made it an outlier as a service. Investment advisors and wealth managers at traditional credit unions, banks, insurers and other financial services providers have been relegated to the sidelines as they refer their clients, customers and members to attorneys, as is the typical practice. […]
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From Pixels to Prosperity: How Financial Advisors Level Up With Estate Planning

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How Financial Advisors Can Enhance Their Digital Footprint Establishing a strong online presence is paramount for financial advisors seeking to expand their reach and grow their client base. Leveraging estate planning services can be a game-changer in boosting your digital footprint and attracting prospective clients. In this blog, we will explore how financial advisors can […]
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Digital Marketing for Financial Advisors: 5 Ways to Build Credibility

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Digital marketing for financial advisors continues to be one of the most effective ways to attract, engage, and retain clients. Digital channels such as websites, social media, mobile apps, email, and search engines provide financial advisors with a wealth of opportunities to reach a wider audience, build credibility with clients, and establish themselves as reputable […]
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Mourning Has Multidimensional Costs – How Effective Estate Planning Can Ease Some of the Stress

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Effective estate planning is crucial to the people your bank, credit union, financial advisory or other financial services company serves, whether they have come completely to grips with that reality or not. Having the right plans in place helps reduce the burden that loved ones bear in settling an estate and can significantly reduce the […]
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Estate Planning Finds Purpose-Driven Entrepreneurship in Rocky Mehta

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Sadly, most Americans have not done their estate planning or have let it get out of date. That is part of the impetus for CEO Sonny Kapoor and co-founder Rocky Mehta to found OneDigitalTrust, a pioneering digital estate planning service, to help spare families during their darkest time, the complex and costly work of dealing […]
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Why Executors & Advisors need to be concerned about undue Influence leading to (financial) elder abuse

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The Problem The population in the U.S. is aging rapidly with the 65+ age group poised to double within the next 20 years. An unwanted, yet invariable side-effect is that the occurrences of (financial) elder abuse will also experience a remarkable increase. As the level of incapacity progresses among the seniors in our population they […]
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Credit Unions Have Education and Opportunity Around Estate Planning

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Death and taxes are two of life’s inevitabilities for credit union members and everybody else. But being prepared is optional, and that means opportunity for member-owned financial cooperatives to help make a difference when it comes to members’ estate planning. A recent survey of more than 2,400 American adults conducted by YouGov for Caring.com found […]
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Here’s Why More than 65% of Your Customers Have Not Created a Legally Valid Plan to Distribute their Wealth When They’re Gone

1 MINUTE READ TIME
5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.
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How to Bequeath Sentimental Items in a Way that Sidesteps Contention and Family Strife

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Tips to Help You Bequeath Items in a Way that Avoids Family Conflict We’ve seen the portrayals in the media of family members fighting over sentimental items after a loved one’s death. These scenes aren’t totally from fantasy–it does happen in real life! However, more importantly, we all have something to pass on and planning […]
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OneDigitalTrust named in Top Twenty Most Promising Technology Companies in 2022

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OneDigitalTrust was selected and featured by SiliconIndia magazine in their 2022 siTech20 issue which showcases the twenty most promising technology companies in the US which are founded and managed by Indians in the US. Click here to read the article in the digital issue on the publisher’s website. Subscribe To Our Newsletter
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