Sonia Muñoz Gallagher

National Make-A-Will Month is a good time to bring up important issues. +1 Thomas Tietz,LaTanya S. Greerand 1 more photo_library11 Slides National Make-A-Will Month gives financial advisors a timely reason to raise estate planning with clients. The existence of a month with this designation is a great hook to start a conversation. But for a sophisticated advisory practice, the conversation shouldn’t stop with “Do you have a will?” That question is necessary, but it’s too narrow.

The Hispanic community represents one of the fastest-growing populations in the United States, with influence permeating virtually every sector of American society. As this demographic expansion continues, the demand for culturally competent estate-planning services has become increasingly critical. Effectively serving Hispanic families transcends mere technical knowledge of statutes and procedures.