According to a 2010 study from Forbes, only 35% of Americans have a will,1 and many spent less time on it than they did planning their last vacation. In neglecting estate planning, they risk losing a sizable portion of their estate to taxes and fees. Before transferring your estate, develop a wealth management plan that matches your priorities.
Article provided by Robert W. Baird & Co., member SIPC, for Paula R. Chesser, CSA®, Vice President, Senior Investment Consultant at Baird’s Akron office.
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