First Quarter 2018 Perspectives

Don Goettemoeller |

A recent Harris poll revealed that 64% of all American adults have not put an estate plan in place, even though having a comprehensive plan is critical to protecting you and your family’s future by minimizing taxes and expenses and maximizing what you’re able to leave behind. Estate planning is often a topic no one wants to talk about — but everyone needs to. An estate plan ensures your assets are distributed according to your wishes, whether that’s who takes care of your pet or how much you are able to posthumously support your favorite charity or cause.

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