Purpose of Meeting
If you're among the people who are on the fence about a will, the best way to make
smart decisions for your situation is to be armed with the facts.
Did you know?
64% of Americans say having a Will is important, but fewer than 32% have them.
Only 43% of those age 55 or older have a will or living trust.
43% of US Adults blame procrastination as the most common barrier to Estate Planning.
If you've got a family, a home and any kind of financial accounts, having a will in place may
be beneficial to you and your heirs. When done properly, a will can help individuals resolve
everything from designating a guardian for children, to passing on a family-owned small business,
and mitigating any intra-family conflicts.
We know family changes like marriage, divorce, births and deaths are all but guaranteed.
These life events can render a will obsolete and unaligned to your wishes and can prove
problematic unless updated.
Please join us for this complimentary, no obligation educational seminar.