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Beyond the Numbers

Beyond the Numbers

Trusted advice to help you think big and plan bigger.

Category: Estate Planning

Is It Time for an Estate Plan Check-up?

A recent Gallup poll found that just 44% of Americans have a written last will and testament, meaning that more than half of Americans will leave no indication as to how assets should be handled upon their death. Sadly, dying without a plan in place or even an ill-conceived plan only serves to increase stress for heirs, who in addition to grieving the loss of a loved one, are forced to deal with the hassle and complexity of the estate settlement process.

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