3 tips on how to connect with next-gen heirs for estate planning

Experts from Bank of America Private Bank and other wealth firms share top tips on how to help clients and advisors connect with heirs. By Anand Gupta
https://www.financial-planning.com/list/3-tips-for-advisors-on-connecting-with-heirs-for-estate-planning?utm_source=dlvr.it&utm_medium=blogger