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Manny Gonzalez, II

Investment Advisor Representative

 

Signature Financial Group, LLC

9150 South Hills Blvd, Suite 200

Broadview Heights, OH 44147

 

Phone:  216-642-9556 Ext. 320

Fax:      216-642-5508

Cell:      440-731-0321

Text:     440-583-6146

 

Email: mgonzalez@sfg4you.com

Website: MGONZALEZWEALTH.COM

January/February 2025

Many Underestimate The Importance of an Estate Strategy

Many Underestimate The Importance of an Estate Strategy

Although the percentage of younger people who have started planning their estates rose from 16% in 2020 to 24% in 2024, many Americans of all ages, even higher earners, don't have an estate strategy. In fact, among higher-than-average earners, the percentage dropped from 2023 to 2024.


Source: 2024 Wills and Estate Planning Study, Caring.com, 2024


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