The importance of an estate plan

“The survey results showed that the main factor impeding people from securing their financial legacy is the notion that estate planning should be done in the future rather than now.” 

Seventy percent of participants in a new survey from Wealth, an estate planning platform, said they want to pass wealth down to their loved ones. Yet only 53% have an estate plan – and even worse, just 32% have a will in place.

When it comes to your financial legacy, the future IS now. Few firms offer the collective estate-planning expertise and experience that ours does. Don’t wait to secure your financial legacy – visit our [Services] page to learn more about our estate planning resources.

Financial stress can impact more than your budget. It can actually affect and reshape your brain. This can lead to high anxiety, depression, and poor decisions. Learn how you can manage financial stress for your mental health.

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