Estate planning is a broad category that includes wills, trusts, healthcare directives, financial powers of attorney, and other documents.
The COVID-19 pandemic has increased the number of people who have created a will or estate plan, but most Americans still remain without. By many estimates, anywhere from 50–60% of Americans don't have a will. If you are reading this page, you are in the right place.
Estate planning can be an uncomfortable topic to discuss or think about but it's an important one. If you own any assets at all—a house, a car, or a bank account—or if you have loved ones, you should have an estate plan, no matter your age or wealth.
Estate planning tends to be more common among white Americans and those with higher levels of education. However, my mission is to make sure everyone- regardless of race or financial status, understands the importance of estate planning and how to get a plan in place with me!
Additionally, older Americans are more likely to have a will, but anyone over age 18 and anyone with assets — should also seriously consider formulating their estate plans. Most people plan to leave an inheritance to their children. However, the reasons for leaving an inheritance vary, from believing it to be the right thing to do to covering the cost of a funeral. If you want to leave an inheritance to anyone it is best to have a will, trust, or combination of the two. For more information about estate planning keep browsing my website and schedule your Complimentary 15 min phone consultation here.