Senior Execs Without a Good Plan

America's executives may have made it to the top by being hyper-efficient, but when it comes to their finances, there's at least one item that stays on the list: estate planning. A recent survey of senior executives with estates of $5 million or more found most have plans last updated more than five years ago even though their chief financial concern is making sure heirs are taken care of. SURVEY

Hannah Shaw Grove, Russ Alan Prince | Nov 01, 2003

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America's executives may have made it to the top by being hyper-efficient, but when it comes to their finances, there's at least one item that stays on the “to-do” list: estate planning. A recent survey of senior executives with estates of $5 million or more found most have plans last updated more than five years ago — even though their chief financial concern is making sure heirs are taken care of.

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