“The industry has evolved to the point that the relationship that really good advisors have with their clients goes far beyond financial projections and planning,” said Matt Lynch, managing partner at financial services consulting firm Strategy & Resources. “It’s become about really planning how to make financial decisions when events come up and during periods of transition, such as the end of life and what happens to your money after you’re gone,” he said.
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Do you have life-after-death digital archives?
By Leslie Kramer, special to CNBC.com, July 30, 2015