Estate planning clients rarely arrive in a purely “transactional” state of mind. They are often navigating grief, family tension, fear of the unknown, financial anxiety, or uncertainty about aging and incapacity. Research in behavioral science shows that emotion significantly shapes how people process information, especially in high-stakes or personally meaningful contexts. This makes emotional intelligence […]
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The Great Wealth Transfer: Why Now Is the Time to Get Your Estate Plan in Order
In recent financial news, the term Great Wealth Transfer has been used repeatedly to describe one of the most significant...
