Here in America, some of the most important gaps that need to be - TopicsExpress

Here in America, some of the most important gaps that need to be filled are in estate plans. It’s not enough to have a plan. You also need to make sure all of the components of your plan – from retirement accounts to investments to property – are properly coordinated. Often the gaps in estate plans are related to beneficiary designations, the rules guiding distributions to beneficiaries and joint ownership of assets. A 2013 survey of wealthy investors found nearly 72 percent of participants did not have complete estate plans. If you feel you fall into this category, you may want to schedule a meeting with your financial advisor to discuss the steps you should take. randallandpobar/media/documents/Market_Commentary_08-25-14_PAA.pdf

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