A recent survey identified that more than 75% of those surveyed chose a family member as a Guardian...

A recent survey identified that more than 75% of those surveyed chose a family member as a Guardian...
We know that more than 50% of Americans think that estate planning is at least somewhat important. We also know that only about 1/3rd of Americans actually have a will or living trust.
The “Great Wealth Transfer” we’ve all read about has arrived. From 2018 through 2042, Cerulli Associates projects that nearly 45 million U.S. households will transfer $70 trillion in wealth to heirs and charity.