Category: Legal

3 Ways to Convince a Millennial to Start an Estate Plan

Millennials are estate plannings’ next major demographic. However, to acquire them as clients, estate planners must overcome several hurdles. The biggest obstacles attorneys face are the misconception that estate planning is only for older/wealthier individuals, and the wariness millennials have of spending money on things they deem unnecessary.

In order to convince millennials they should be financially prioritizing estate planning, it’s important to educate them why an estate plan is not only a worthwhile investment but that it’s fundamentally necessary for the future well being of their families. Below are some basic talking points for engaging millennials.

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Categories: Legal