Leaving a Legacy: Making Estate Planning Part of the Ongoing Client Conversation

Private Wealth Services attorney Brian Balduzzi will speak at CFP Board Connections Conference 2026, a three-day event designed to pair financial planning professionals with C-level executives and senior managers for conversations about the forces shaping the future of financial planning. With presentations spanning novel developments such as emerging technology, artificial intelligence (AI) and behavioral finance alongside tried and true tactics for tax planning and compliance, the event will equip attendees with the knowledge and tools to lead their organizations with confidence and advise clients with precision. Brian's session will take place on the final day of the conference and will focus on estate planning. He will explain why trusts and estates topics should factor into planning discussions from the outset and how advisors can guide clients effectively when it comes to business succession, wealth transfer and asset protection – all of which play a role in leaving a legacy that will set the next generation up for success.