Overcoming False Assumptions About Women Clients
Women are building businesses, inheriting assets and managing family legacies. Estate planning needs to catch up with how they earn, live and lead.
The gender wealth gap is closing faster than most people realize. By 2030, women are expected to control a majority of wealth in the United States, according to McKinsey and Company’s report “Women as the Next Wave of Growth in US Wealth Management.”1 That shift isn’t a prediction anymore. It’s already underway. And it requires more than a larger ad budget targeted toward women. It requires a fundamental change in the estate-planning industry.
I know this firsthand. When I started posting estate-planning content on social media as a female attorney, I was told that my topic was too boring, I wo…