Nearly 40 Percent of Wealthy Americans Have No Estate Plan

Tag Archives: estate plan

Nearly 40 Percent of Wealthy Americans Have No Estate Plan

According to a recent survey from cable news network CNBC, more than one-third of America’s wealthiest individuals have not taken the proper steps to plan financially for their passing. The survey included 750 millionaires and found that 38 percent of participants had not created a will or otherwise acted to protect their investments or provide […]

Why You Should Plan Ahead to Reduce Problems with Probate

When someone passes away owning assets in his or her individual name, his or her assets must go through probate, a process to insure that the estate assets are distributed to the proper beneficiaries. To help streamline this process, it’s important to set up a strong estate plan and make sure your loved ones are […]