Everyone Should Have an Estate Plan in Place
It’s important to plan for the future, especially when it comes to your legacy. That conversation can be a delicate one, but nevertheless, it’s important. When you think about your final wishes and making sure they are followed, you may also be thinking of your family, friends, and loved ones, and how you want to provide for them, even in a future you can’t be part of. Having the right estate plan in place can help you do this.
According to CNBC, 67% of Americans do not have an estate plan explaining they just “…haven’t gotten around to it.” In that same survey, 12% of respondents said they do not know how to get a will. A 2019 Brookdale Senior Living poll, a company that operates retirement homes across the country, showed that 40% of Americans don’t know what’s in their parents’ wills and 30% don’t know if their parents even have a will. Boston College reported that “...roughly $59 trillion will be transferred from approximately 94 million estates in America between 2007 and 2061.” Of that 59 trillion, they report that “... beneficiaries will receive $36 trillion between 2007 and 2061, and $5.6 trillion will go to federal estate taxes.”
This is where we can help. At Lineweaver Financial Group and Lineweaver Wealth Advisors, we offer two different paths with a range of options to meet every need. First, we work closely aside many elder law and estate planning attorneys who can work with you to customize a plan to meet your wishes. The second path is through our newly-introduced estate planning software. Either way, our processes help you re-imagine your entire estate plan by letting us focus on you and your unique needs and not just the physical documents that are in your plan. Your family’s goals are unique, and it pays to talk them through a professional.
This unique estate planning technology uses a simple but powerful platform to prepare customized documents that will be reviewed and approved by a specialized attorney. It can assist with the creation of estate planning documents like wills, powers of attorneys, and even trusts.
Estate Planning is an important part of any financial plan. Properly executed, it can help your loved ones avoid tax and legal complications and ensure your wishes are followed. Whether you choose the option of working with an attorney or our customizable program, we want to help you plan for how you leave your legacy.
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