Many Wealthy Americans Haven’t Planned for the Transfer of their Assets

Posted date: February 22, 2017 In: QuickPress

Affluent Americans aren’t Getting Inheritance Help, Survey Finds

Even the richest Americans aren’t getting professional help and creating plans to pass wealth on to the next generation, according to a survey by RBC Wealth Management. Less than a third have a comprehensive plan, the survey found.

To read the full article in InvestmentNews, click: Many Wealthy Americans haven’t Planned for the Transfer of their Assets.

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National Association of Certified Valuators and Analysts

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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