As National Estate Planning Awareness Month kicks off, it’s important to take a look at where we stand when it comes to estate planning. Only 32% of Americans have an estate plan in 2024, which is actually a 6% drop from 2023. That means more and more families are potentially unprepared for the future.
One big reason people put off estate planning? Procrastination. In fact, 43% of folks admit they’re just pushing it down the road, and another 40% think they don’t have enough assets to need one.
But estate planning isn’t just for the super-wealthy—it’s for anyone who wants to make sure their wishes are followed and their loved ones are cared for. Imagine a family who loses a loved one unexpectedly, and there’s no will in place. Now, instead of focusing on grieving, they’re stuck dealing with complex legal hurdles, extra costs, and months of paperwork.
Take the first step towards protecting your family today by booking a Planning Session. We’ll review your questionnaire, answer your questions, and present our flat fee packages! If we decide we’re a good fit to work together, we’ll take the next steps. And if not, that’s fine too! You can book your Planning Session HERE. Mention this blog and we’ll waive the $750 session fee!
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