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Private Wealth

Reasons and Consequences of Not Taking Steps To Protect Your Assets

CAP STRAT’s Wealth Team presents monthly information on wealth accumulation, planning, and preservation.

This month, Neil and Molly dig into the lack of estate planning among most Americans. From misconceptions and lack of awareness to costs and simple procrastination, discover why so many Americans haven’t taken the necessary steps to protect their assets. By understanding the reasons for estate planning, we hope you’ll be more motivated to take action.

Neil Davies

Neil Davies, CPWA®

Principal, Director of Private Wealth

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Molly Powers

Molly Powers, CFP®

Private Wealth Associate

Molly advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Molly.