Why You Need an Estate Plan

Amazingly, six in 10 United States adults do not have a will or living trust, and almost half of boomers (age 53-71) haven’t put their estate planning documents in place yet. In my experience, most people fail to set up an estate plan because they simply don’t know they need one. Estate planning isn’t just for the wealthy; every adult needs some level of estate planning, regardless of their age or how many assets they have. In fact, if you don’t create your own estate plan, then you are automatically…