More than 50% of Americans think that estate planning is at least somewhat important, but only 33% have a will or living trust. When asked why they don’t have a will, 1 out of 3 respondents believes they don’t have enough assets to leave behind.
Leaving a legacy needs planning and discipline. Many people are burdened by financial responsibilities for their family members. We can make sure you have a strategy in place to protect your family with the help of Wealth and Finance Professionals. Financial legacies provide financial security to your family in a variety of ways. Leaving a legacy can even give funding for your children or grandchildren to attend college.
Wealth & Finance Professionals can walk you through the various ways you might leave a legacy for your family, community, or a favorite charity. Contact us today to know more.
