“We’re just overwhelmed with life.” That was my response to an attorney looking for insight into the obstacles facing Generation X.
I’d referred a number of 30- and 40-something financial-planning clients to this attorney. All were in need of estate-planning documents.
But he came to me concerned about the difficulty he was having in reconnecting with clients who’d begun the process but were struggling to find the time to complete it. The time to complete anything, really.
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