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Timothy Steele

Investment Advisor Representative

 

HBW Advisory Services LLC

3017 Douglas Blvd, Suite 100

Roseville, CA 95661

 

Phone:  916-550-3456

Cell:      916-250-0953

Fax:      801-527-5618

 

Email: timothy.steele@hbwadvisory.com

Website: www.myHBWadvisor.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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