Two years ago, Gallup conducted a study in which it asked Americans about their biggest financial concern. The winner? By a wide margin, Americans said they were most concerned that they wouldn’t have enough money in retirement. Nearly 60 percent said they were either very or moderately worried about the issue.1
You’ve worked your whole life to build your legacy. You may have a beautiful family, an accomplished career, perhaps a successful business and a substantial amount of assets. Now you’ve reached a point where you need to plan how that legacy will be distributed after you pass away.