A Millennial Perspective on Estate and Beneficiary Planning
https://www.transamerica.com/knowledge-place/millennial-perspective-estate-and-beneficiary-planning
… A Millennial Perspective on Estate and Beneficiary Planning Longevity Erin Lowry February 14, 2023 Why It Matters: Many Millennials … that offers a checklist of what to ask their parents. For example: Do your parents have beneficiaries named? Is there a legal will? Who is the power of attorney and healthcare proxy for … mention of family changes, such as when your Millennial clients mention a divorce, death, or change in mental capacity of a parent or sibling. It’s a good time to remind clients how critical …