Monday, September 30, 2013

Estate Planning Awareness Week

The third week in October has been designated as “National Estate Planning Awareness Week“.  It is estimated that 70% of American’s do not have an estate plan.  Many believe that estate planning is only for the wealthy.  However, this couldn’t be further from the truth!  In fact, no one is too young or too poor for basic health care documents.

Some of the many reasons that you may need a more comprehensive estate plan are:

1) You own a home.
2) You have minor beneficiaries or beneficiaries with special needs.
3) You do not want your beneficiaries to receive their inheritance in one lump sum.
4) You have a blended family.
5) You want to make sure the inheritance you leave does not end up in the hands of a beneficiary’s ex-spouse.
6) You wish to avoid a public court proceeding in the event of your death or incapacity.

If you are concerned about your own plan, the FREE Six-Step Checklist Toward Successful Estate Planning is a great place to start!

Also, at Horn & Johnsen, we provide initial consultation at no charge.  This is an excellent opportunity to sit down with one of our estate planning attorneys to discuss the options that make the most sense in your particular situation.  Please free to call us at (608) 829-2525 to set up yours today!  Weekend and evening appointments are available by request.

At Horn & Johnsen SC we have personal relationships with our clients and their families.  “Building relationships, not billing minutes.”

1 comment:

  1. That figure is worrisome so it's great that the government launched this event and clear up some misconceptions regarding estate planning. I agree with you when you say that no one is too old or too young for it, since proper estate planning allows one to live for you and your family according the values you believe in. Thanks for sharing this.

    Trudy Nearn @ GenerationsProbate.com

    ReplyDelete