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About a year ago, I wanted to talk to my mom about her estate planning and financial needs. Get your estate planning in order firstBefore you even broach the topic of estate planning with your parents, get your own estate-planning ducks in a row. Approach estate planning with sensitivityRemember that estate planning is a delicate topic. In talking to your parents, Rivera suggests framing estate planning as the ultimate form of control and selflessness. Create an Estate Plan Online Trust & Will can help create an estate plan for you or your loved ones.
Persons: , Valerie Rivera, Rivera, they're, You'll, you've Organizations: Service, FirstGen, Will Locations: America
Rivera recently shared her thoughts and expertise on several topics ahead of the CNBC FA Summit on October 12. Prior to FirstGen Wealth, Rivera previously worked at primarily large wealth-management firms including AllianceBernstein, Merrill Lynch and TIAA, serving clients with $5-10 million of net worth. CNBC: What advice would you give financial advisors who are trying to find more clients among what could be considered traditionally underserved communities? This isn't just about numbers; it's about creating a financial foundation that supports the life you want to live. Rivera: The financial planning space has been this rigid system of serving a specific demographic in a box.
Persons: Rivera, Merrill Lynch, It's, I've, let's Organizations: CNBC, Summit, AllianceBernstein, CNBC's Locations: Latina, TIAA, ShoreBank
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