Only 26% of Americans Have an Estate Plan

News April 23, 2024 at 03:07 PM
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What You Need To Know

  • Working with an advisor is the largest predictor of who has an estate plan, a survey found.
  • A quarter of respondents said they plan to leave assets for people other than their spouse and children.
  • Only half of pet owners with an estate plan said they had accounted for their pet via a will or pet trust.
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