trust and estate planning is for clients of all ages

cody barbo is the founder and ceo of trust & will. before this, he was founder and ceo of industry, a “linkedin” for the service and hospitality industry. he serves on the san diego state university alumni board of advisors and phi kappa theta fraternity’s national foundation board.

it’s never been easier or more affordable with advances in online planning tools.

by cody barbo
the holistic guide to wealth management

studies show that 60 percent of families don’t have any estate planning in place, which usually makes it more painful and expensive for families to settle the estate of their loved ones.

more: annuities and insurance growing more attractive | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

when it comes to considering who will be the best guardian for your children or how to divide your assets among loved ones, thinking about your estate can be stressful and intimidating. in fact, our research shows that half of people who eventually do get estate plans in place, spend one to five years considering before actually completing it. why do so many people procrastinate about something that’s so important?