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Only 46% of US adults currently have estate planning documents

Learn more about the most common transfer methods

IMPORTANT DISCLOSURES

Investment advice is offered through Strauss Financial Group, Inc., a Registered Investment Advisor.

These materials, opinions, analyses, and information are provided for general informational purposes only based upon sources believed to be reliable and in good faith—but are not considered all-inclusive, and no representation or warranty of any kind, expressed or implied, is made concerning accuracy, completeness, correctness, timeliness, or appropriateness. In addition, we undertake no obligation to update such opinions, analysis, or information, and no warranty or guarantee is made. The information in these materials may change at any time and without notice. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities and should not be relied on as financial advice. Please consult your attorney and/or accountant regarding legal and tax issues. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful.

Prices, quotes, rates, and yields are subject to change without notice. Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.

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