A Legacy Plan
can help ease the burden on loved ones by clearly communicating your final wishes.
Did you know…
55% of Americans pass away without a will or estate plan.
59% of American millennials don’t have a healthcare power of attorney.
Source: Caring.com
64% of Americans with children under 18 don’t have an estate plan in place.
Source: Caring.com
71% of Americans who have a written will, consider it “out of date” to their current life circumstances.
We aren’t able to provide legal or tax advice but we can refer you to an attorney or, work with your present attorney or accountant to develop an Estate Plan which may include:
Will
Trust (if needed)
Power of Attorney
Medical Directive
Transfer of Assets Plan
Advice on Charitable Giving