"Study Reveals Lack of Estate Planning Among American Couples"

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Source: Fox Business
"Study Reveals Lack of Estate Planning Among American Couples"
Photo: Fox Business
TL;DR Summary

A study by Ameriprise Financial reveals that while the majority of American couples trust each other and share similar retirement goals, most have not established an estate plan. The survey, which focused on couples aged 45-70 with significant investable assets, found that many have not reached a consensus on emotionally-charged financial decisions. Marcy Keckler, a senior vice president at Ameriprise Financial, advises couples to not be intimidated by estate planning, engage professionals, celebrate completing the plan, and revisit it regularly, especially after major life events.

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