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...