Estate Planning Lessons from the 1%

8:55 pm Estate Planning

The U.S. Trust 2013 Insights on Wealth and Worth, a survey of more than 700 Americans with more than $3 million in assets, found that these one-percenters have done a much better job overall in estate planning in order to realize three important goals:  providing for a spouse, minimizing taxes and lessening the burden of estate management for their heirs.

The infographic below illustrates some important estate planning lessons we can all learn from the 1%:

what we can learn from the 1 estate planning 51cb52d57d8811 Estate Planning Lessons from the 1%

If you would like to talk with a knowledgeable estate planning attorney, contact our Costa Mesa law firm.

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