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Matthew J. Curry, CFP®, ChFC®, CLU®

Financial Planner

CA Insurance Lic. #4305463

 

Curry Financial Group, Inc.

23 Green Street, Suite 207

Huntington, NY 11743

 

Phone:  631-927-3322

Cell:       631-332-8774

Fax:        877-840-7821

 

Email: matt.curry@prudential.com

January/February 2025

Many Underestimate The Importance of an Estate Strategy

Many Underestimate The Importance of an Estate Strategy

Although the percentage of younger people who have started planning their estates rose from 16% in 2020 to 24% in 2024, many Americans of all ages, even higher earners, don't have an estate strategy. In fact, among higher-than-average earners, the percentage dropped from 2023 to 2024.


Source: 2024 Wills and Estate Planning Study, Caring.com, 2024

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Matt Curry is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Curry Financial Group, Inc.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Curry Financial Group, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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