old.Factors Preventing Wealth Transfer

2015 CNBC Millionaire Survey found that 38 percent of those with investable assets of $1 million or more have not used a financial expert to establish even the most basic estate plan.1

1 CNBC, “Wealthy Suffer from Estate-Planning Fatigue,” June 29, 2015.

Factors Preventing Wealth Transfer:

Factors Preventing Wealth Transfer