6SEPTEMBER 2023Editor's NoteSecuring Your Legacy for Generations to ComeIn the ever-evolving landscape of personal finance and wealth management, estate planning has consistently held its significance. Technological advancements, shifting demographics, and evolving legal frameworks have transformed how we approach estate planning in recent years. Technology has given rise to a plethora of tools and services that make estate planning more accessible to the general public. Online platforms offer templates for wills and other documents, making the process more affordable and convenient. However, the simplicity of these tools can sometimes lead to oversights or inadequate planning. A balanced approach that combines technology with professional advice is often the most prudent choice.The estate planning market is experiencing robust growth due to demographic, economic, legal, and societal factors. As individuals and families recognize the importance of securing their financial legacies and ensuring their assets are distributed according to their wishes, the demand for estate planning services will continue to rise. Frequent changes in estate and tax laws directly impact the estate planning market. Growing financial literacy among the general population has also contributed to the estate planning market's growth. Estate planning professionals and firms that can adapt to evolving client needs and changing regulations are well-positioned to thrive in this expanding market.Introducing the latest edition of Financial Services Review, we are excited to delve into the dynamic world of estate planning services, shedding light on the most recent trends and developments in this crucial field. In this edition, we are privileged to showcase thought leadership articles contributed by industry experts: Paul Young, Chief Financial Officer at Liberty Bank ­ CT, and Jeanne Krigbaum, Chief Wealth Planning Officer at Old National Wealth Management, part of Old National Bank.Moreover, within the pages of this edition, you will discover compelling narratives of exceptional estate planning services providers who are harnessing the latest trends to offer unparalleled services to their clients.As we present the profiles of the top estate planning service providers, our aim is to equip you with the knowledge and insights necessary to navigate the intricacies of estate planning and management. We hope that this edition will assist you in finding the ideal partner to fulfill your unique business requirements.Let us know your thoughts!Copyright © 2023 ValleyMedia, Inc. All rights reserved. Reproduction in whole or part of any text, photography or illustrations without written permission from the publisher is prohibited. The publisher assumes no responsibility for unsolicited manuscripts, photographs or illustrations. Views and opinions expressed in this publication are not necessarily those of the magazine and accordingly, no liability is assumed by the publisher thereof.Managing EditorJeff RodriguezEditorial StaffAaron Pierce Ava Garcia Ashik JainJoshua ParkerVisualizerRonald Donovan*Some of the Insights are based on the interviews with respective CIOs and CXOs to our editorial staffEmail:sales@financialservicesreview.comeditor@financialservicesreview.commarketing@financialservicesreview.com SEPTEMBER - 30 - 2023, Vol 04-36 (ISSN 2835-9763) Published by ValleyMedia, Inc. To subscribe to Financial Services ReviewVisit www.financialservicesreview.com Jeff RodriguezManaging Editoreditor@financialservicesreview.com
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