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Planning your Estate can bring Peace of Mind

March 22, 20232 min read

Planning your Estate can bring peace of mind

Whatever we are waiting for - peace of mind, contentment, grace, the inner awareness of simple abundance - it will surely come to us, but only when we are ready to receive it with an open and grateful heart.

~Sarah Ban Breathnach

Quote about peace of mind

A common myth amongst most Americans is that creating an estate plan is something that should be done only if you’re old and wealthy…

In reality, if you are married or single, have no children or many children, own your own home or any property for that matter, having an estate plan is highly recommended. It’s important to make your intentions clear for when life changes do happen. 


There is peace of mind that comes with knowing that you have made the way forward easier for your spouse, your children, your family & friends. Giving them peace of mind to know your wishes and having it documented is a priceless gift.  While it’s not the most cheerful subject to think about, knowing that your legacy is secure because you did think about it and took action is well worth the time and effort.  



Over the next two decades, we will see the largest wealth transfer in our nation’s history. Trillions of dollars are going to change hands. 

It’s as important to be mentally prepared as it is to be financially prepared to leave a legacy for your family, you don’t want your loved ones to be surprised or overwhelmed. I have seen this too many times.

Today is the day to open yourself to educating and preparing yourself to make the decisions about your legacy. 

According to a 2021 Spectrem Group study, 93% of financial planning clients expect help from their advisor when it comes to planning their legacy. Yet, only 22% are getting the help they need.

 

We’re here to help!  If you would like to contact us about creating a plan for your financial future and discussing whether you need a Will Based Estate Plan or a Trust Based Estate Plan, please make an appointment here: http://bit.ly/3X7WTaR

DeeDee Baze

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