Estate planning is more than discussing the need for a will, trust and power of attorney documents. These are vital, but as we stretch our minds further we realize that the topic of estate planning is so much more. For the vast majority of Americans, the objective of estate planning is to stretch out the value of your assets and to “keep them in the family.” This can be difficult when battling seemingly uncontrollable factors like taxation, inflation, planned obsolescence, changes in technology and others. If not prepared, Americans often move from the accumulation to the distribution phase of life and are unpleasantly surprised when exposed to these eroding factors.
This is why we have developed the Estate Preservation Wellness Check Up, a very effective estate preservation educational and diagnostic tool. The Estate Preservation Wellness Check Up asks participants 10 important economic preparedness questions. Test your level of preparedness by answering the questions below:
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