A recent survey identified that more than 75% of those surveyed chose a family member as a Guardian...
Estate Planning Offers an Immense Opportunity to Advisors
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.
Prepare for the Great Wealth Transfer: Start Assessing Estate Planning Readiness Today
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.