More than half of Americans, an estimated 58%, do not have an estate plan in place, making estate planning a critically overlooked component of financial wellness. This creates hardship, financial or otherwise, that can be diminished by advanced planning.

Estate planning develops a strategy that will maintain the financial security of individuals through their lifetime and ensure the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods of estate planning.

Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.” The purpose of a properly created team of professionals may include, but is not limited to, the attorney, accountant, trust officer, and credentialed insurance and financial planners, all working together for the benefit of their client.”

To help start the conversation with your family about an estate plan, The Legacy at North Augusta has prepared the Family Inventory Workbook as a useful tool for both you, for creating or regularly reviewing your estate plan, and for your family members should you become incapacitated. Download the workbook today!

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