4 Key Questions in Estate Planning

Failing to plan how to distribute your assets can be disastrous. Our expert explains why, and the four key questions you need to ask yourself.

Over the next few decades, Americans are expected to pass down trillions of dollars to family members and other beneficiaries, making estate planning an essential part of the overall wealth management process. Like many important money matters, however, there is often a disconnect between good intentions and taking the right actions. A recent survey, Everyday Wealth in America, conducted by my firm, Edelman Financial Engines, found that while 85 percent of parents intend to leave an inheritance, only 37 percent reported having an actual plan for doing so. Read more

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