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DEI and Estate Planning: The Economic, Non-Business Case, Imperative

By November 1, 2021No Comments

National Estate Planning Awareness Week has come and gone. But it was busy!

I presented LGBTQ+ estate planning tips and a helpful loophole to members of the Dramatists

Next, esteemed panelists and I shared thoughts about diversity and inclusion and the wealth gap
in the context of the estate planning profession.

Then, there was the usual stuff, non-stop.

Estate planning loophole, you ask?

Yes, there is for unmarried couples of certain ages with retirement assets. Contact us to learn

Diversity & Inclusion and the wealth gap in estate planning, you ask?

Yes, for me and our firm, diversity’s moral imperative is a given. Yet, there’s an economic
imperative beyond the business case: To be successful in the U.S., one must be financially
successful, which means be gainfully employed so that you can enjoy a comfortable living.

Appropriate DEI initiatives in the estate planning profession, a profession traditionally
dominated by old, white guys, address not just the mythical pipeline issue but compensation
and retention issues, which ultimately address the wealth gap. Thus, it’s an
economic imperative for estate planning firms to be authentically diverse and equitable and

Mythical pipeline issue, you ask?

Yes, but we’ll save that discussion for another day.

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