Here’s Why More than 65% of Your Customers Have Not Created a Legally Valid Plan to Distribute their Wealth When They’re Gone
May 5, 2022
4 MINUTE READ TIME
5 Reasons People Fail to Do any Estate Planning There’s a huge number of your customers and clients who haven’t created a viable plan to distribute their wealth when they are gone. In fact, 65% of American adults have not created a viable plan to distribute their wealth.