The importance of an estate plan

Young couple planning and looking for comparison information on their decision to buy a new home together

“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.

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