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1021223-00006-00

Rogelio Gonzalez, CRPC®, CSRIC™

Financial Advisor, Prudential Advisors

 

Pacific Northwest Financial Group

7525 SE 24th Street, Suite 110

Mercer Island, WA 98040

 

Phone: 360-919-4271

 

Email: rogelio.gonzalez@prudential.com

Website: www.prudential.com/advisor/rogelio-gonzalez

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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