Wealthy Individuals and Families are Under-Served

Source: Accounting Today

A survey of 792 people with assets over $10 million revealed that 37% do not have a will or other essential estate planning instruments. Less than half say that increased wealth has made them happier and a third say wealth creates worry. More than a third thinks their children feel “entitled” or are “spoiled.” 

For the complete article, see Accounting Today, February 7, 2005, or

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