KJK | Oct 15, 2019 | Articles, Estate, Wealth & Succession Planning, News
By Becky Raspe, Cleveland Jewish News For the wealthy 1%, estate plans are an integral part of financial planning. But for the other 99%, many don’t see a reason to plan for their estate, especially if they feel they don’t have enough assets. According...
Erika F. Apelis | Sep 20, 2019 | Articles, Estate, Wealth & Succession Planning
A recent poll by Edward Jones has uncovered an alarming statistic: 64% of individuals or families working with a financial advisor have not discussed an estate plan with a professional. At the same time, the poll also found that approximately 77% of individuals...
KJK | Jun 27, 2019 | Articles, Estate, Wealth & Succession Planning
By Becky Raspe, Cleveland Jewish News When one is preparing their estate plan, it’s common for some of those assets to pass to children. “Adults who receive assets outright from a bequest or inheritance generally have full control and enjoyment over the assets once...