Half of American Couples Lack Functional Estate Plan
The “Couples, Money & Retirement” report highlights although 95% of U.S. couples converse about finances, only half have a functioning estate plan.
The “Couples, Money & Retirement” report highlights although 95% of U.S. couples converse about finances, only half have a functioning estate plan.
More than half of those with at least $100,000 in investable assets and who have retired – or are planning to do so – do not yet have an estate plan.
Walmart heir Rob Walton just stepped down from the retailer's board after four decades. All 3 siblings more than doubling their money since 2016.
Nobel Prize-winning Canadian economist Robert Mundell, often referred to as “father of the euro,” died at his palatial home in Italy without a will.
Estate planning is a crucial part of building generational wealth and creating a legacy. It can also be very complicated and overwhelming.
Americans wrote wills during the pandemic. Now, they're opting out.
Thai prince, potential heir to $40Bn fortune was sued by Amex for non-payment of credit card dues. Royal settled with Amex and had card reinstated.