Northwest Herald

Friend's E-mail:
  (maximum of 3 addresses separated by commas)
Your E-mail:
A Brief Comment (150 char max / 25 word max)

Increasing your estate plan’s performance

A recent survey by U.S. Trust found that “there is a gap between the importance the wealthy place on providing family security and what they are actually doing in terms of estate planning. A majority of survey participants have an estate plan in place, but 39 percent indicate their plans are not comprehensive enough to properly manage distribution of their wealth. This may be because leaving a financial inheritance is less important for many of them than achieving other goals, including: financial security for self and family, financial freedom, travel and quality relationships with family and friends.

Security image:   
Note:the e-mail sent will contain information, such as your IP address (, for purposes of tracking abuse. Use of this software to spam or harass individuals can and may result in penalties punishable by law.

[x] Close Window

Copyright © 2016 Northwest Herald. All rights reserved.