2024 Trends in Trust and Estate Planning2024 Trends in Trust and Estate Planning
Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.
November 19, 2024
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Discover the future of estate planning with the 2024 Trends in Trust and Estate Planning report. Take an in-depth look at the shifting landscape of estate planning and the evolving needs of clients in today’s economic environment. With interest rate changes, potential tax policy shifts, and a historic generational wealth transfer underway, this report reveals what clients expect and how professionals are adapting to meet these needs with personalized, future-ready solutions.
Highlights from the report include:
Top Client Concerns: Strategies for tax mitigation, wealth preservation, and secure legacy planning.
Industry Insights: How economic factors are reshaping planning priorities and structures.
Guidance for Family Businesses: Effective strategies for multi-generational 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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