A recent SEI Wealth Network survey found that 80% of those polled planned to transfer wealth directly to family members, yet only 46% actually had a plan in place to do so (read the article).  While this article did not mention him directly, I don’t think “Uncle Sam” was the intended family member in any of these wealth transfer plans.  However, without the proper plan in place, that just might be the consequence.  The good news is there’s still time to put a plan into place.  Your helpful JMF estate planner is just one phone call away.