One-in-five investors have yet to create an estate plan. Adrian Reyneri writes in her March 19th article in Spectrum’s Millionaire Corner who’s most likely to put off this important aspect of personal financial planning:
- Young investors
- Main Street investors
- Investors with little or no knowledge
Do you fall into any of these estate plan procrastinator groups? If so, give me a call to set up a meeting to discuss your plan.