Mark Fishbein

𝗛𝗼𝘄 𝘁𝗼 𝘀𝘁𝗼𝗽 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝗼𝗳𝗳 𝘆𝗼𝘂𝗿 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻, 𝗮𝗻𝗱 𝘄𝗵𝘆 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸.
Recent data from financial planners reveals that most people are hesitant to commit to any sort of estate planning, instead opting to defer when possible — a trend which could have negative impacts down the line if not addressed early.
https://news.halstonmedia.com/hudson-valley-living/premium/stacker/stories/how-to-stop-putting-off-your-estate-plan-and-why-it-matters-more-than-you-think,80849

Why Clients Keep Deferring Their Estate Plans | Jump 72% of clients express interest in estate planning but don't act. Here's what the data says about inertia, timing, and how advisors can change the outcome.

𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗪𝗲𝗮𝗹𝘁𝗵

The conversation about sustainability has expanded over the last decade from product choices to investment portfolios. The next chapter is estate planning. How wealth transfers across generations shapes the social and environmental outcomes that the sustainability conversation tracks.

How Sustainable Estate Planning Secures Intergenerational Wealth - Impakter The next 20 years will see the largest wealth transfer in history. Discover how families are aligning estate planning with ESG and sustainability principles.

𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝗙𝗮𝗺𝗶𝗹𝗶𝗲𝘀.
Blended families are now a defining feature of modern life. As remarriage and later-in-life family formation become more common, many individuals find themselves balancing deep commitments to a current spouse while also feeling a lifelong responsibility to children from a prior relationship.

Farm and Ranch Estate Planning Workshop to Help Families Navigate the Future of Their Operation.