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Why it's important to set up targeted business plans for the new year

Here’s how some advisors are planning to grow their businesses, achieve new goals and improve efficiencies for their teams and clients ....

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Why millennials' wills and estate plans are so unique

The Globe and Mail
Deanne Gage
Published May 5, 2021
matejmo/iStockPhoto / Getty Images
While more millennials have started to focus on estate planning due to the unsettling nature of the COVID-19 pandemic, those actual plans may look quite different from the wills of older generations.
That’s because for millennials, digital assets are top, according to U.S. online estate planning firm Trust & Will’s recent study of 20,000 millennials between the ages of 25 and 40 who completed estate plans in 2020. In fact, all of the millennials surveyed named a digital executor to manage their digital assets, such as online accounts and social media pages. ....

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