07/08-Who needs an estate plan?

Americans have a problem with estate planning:  They know they should do it, but most don’t.  No one wants to talk about their own death, let alone plan for it.  Trust and Will found that 81% of Americans aged 28-43 think estate planning is important, but only 36% have done any planning.  So who needs an estate plan?  Almost everyone and we’ll explain why.

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Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.