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National Estate Planning Awareness Week

Reach out to a member of the 2022 National Estate Planning Awareness Week Media Referral List. This document can also be obtained in a Word format by contacting NAEPC. For as long as people have had property, that property has been distributed or passed along in some manner or another. So, be proud and celebrate National Estate Planning Awareness Week!!! In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Is Your Estate Plan ready for the next Hurricane or Emergency? The Legacy Challenge will be active until the full $1 million is released. Consider these benefits: - You will have peace of mind knowing that you've made financial provisions for your family. It's an important way to secure the work of our organization for years to come and allows you to create a legacy with a cause that is close to your heart. Retweet content about the importance of estate planning from trusted sources. Spelling out your wishes in a will or trust will also prevent unnecessary confusion, anxiety, and expense for other family members when you are gone. In 2008, the National Association of Estate Planners and Councils (NAEPC) worked with Congressional leaders to pass H. Res.

National Estate Planning Month

Visit our website or contact a member of our team today to learn more! Since National Estate Planning Awareness Week falls in October, it's the perfect time to get your estate in order. Stephen C. Hartnett, J. D., LL. Having these documents and plans in place will offer peace of mind; not only for you, but also for the people you love and care about, during a very difficult time for them. I would love to talk with you about the ways that we can help. Do you need to transition your business to the next generation? Visit for a free estate planning guide. The startup process, or Phase I, is the most critical and important phase of the planning as it is the mainstay of developing a successful event.

National Estate Planning Awareness Week 2022

Our tax attorneys concentrate in sophisticated estate planning techniques and work closely with each of our clients to effectively accomplish their individual goals. A few simple steps today will give you peace of mind tomorrow. That changed in the 12th century when property would automatically pass to the eldest son. Has your estate value increased and is your estate now taxable? A will or estate plan also allows for a powerful way to support the causes that are close to your heart. 2404 Hubbard St. Jacksonville, FL 32206. If so, take advantage of National Estate Planning Awareness Week (October 17-23) to evaluate where you are in your estate planning path. According to a study by the National Association of Estate Planners and Councils, 56 percent of American adults do not have an up-to-date estate plan, which could leave their financial future, and that of their families, in doubt. He may be reached by email at. It's National Estate Planning Awareness Week (October 17-23). You will save your family from the difficult task of identifying your assets. National Estate Planning Awareness Week Activities. CHS is proud to offer a free PETtalk webinar, "Can You Trust Your Pet? " If you do not have these important documents, state law will determine who will inherit your property—and thus it may not occur in the way you would have chosen.

National Estate Planning Awareness Week 2

Estate planning is a vital component of every financial plan, regardless of the size of an estate. Why Estate Planning Awareness Week? You might consider if you want to leave a charitable legacy. In the past 5 years, there have been major changes in federal estate and gift tax law and federal law affecting retirement assets. Posted by kturner on Oct 21, 2020 12:46:26 PM. For this reason and many more, this is why a Living Trust is still deemed a far superior and ideal estate planning option for most. Phone: (800) 846-1555.

National Estate Planning Awareness Week New

Create a trust if you have significant assets, young beneficiaries or an unusual family situation. Michael Smith, JD, Sr. The purpose of estate planning is to develop 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. When you have an up-to-date Estate Plan in place, you can ensure that the goals you have made in your life continue when you are gone. The first video in the series, "What is Estate Planning? We don't like to imagine ourselves or our loved ones facing a tragic accident or life-threatening illness. This number has hovered at around the half mark since 1990. An estate plan also enables you to practice agency over the health and safety decisions of your future, as an estate plan is an act of purpose and security for the significant choices you must make.

Estate Planning Awareness Week 2021

By Lori R. Kilpeck on October 20, 2022. At certain points throughout history, women (such as a wife or daughter) could be provided for through a trust upon the death of the husband/father, but often that trust was dissolved if/when the woman married/remarried. The purpose is to develop a plan that will maintain your financial health and security through your lifetime and ensure the intended transfer of your property and assets at death. According to Gallop's spring 2021 poll findings, 46% of U. S. adults have a will that indicates plans for their money and estate after their death. Often, this will include a power of attorney, that gives authority to someone you trust to act if you are unable to look after your medical or financial decisions because of an injury or an illness. We hope you take a moment to safeguard your future, while creating a world where everyone has the opportunity to enjoy life without hearing loss and tinnitus. A few simple steps today will give you peace of mind tomorrow by ensuring you and your loved ones are well protected. It allows you to prepare for the unexpected, and your thoughtful preparation will make a very difficult time for your family a bit easier and less expensive. In September 2008, Congress passed H. Res. For such advice, please consult a tax advisor or attorney. A little preparation can go a long way to providing you with the peace of mind that you have secured your family's financial future. American Academy of Estate Planning Attorneys, Inc. 9444 Balboa Avenue, Suite 300. Simply naming ASA as a beneficiary on a life insurance policy, bank or brokerage account can be done quickly and costs you nothing. This increase in exemption is set to "sunset" after 2025 back to the prior lower amounts.

National Estate Planning Week 2021

And be sure to share this newsletter and what you now know about estate planning with everyone else that you love and care about. It's a great week to celebrate our industry's work! We as estate planning attorneys do a wonderful service for our communities. This week of awareness emphasizes the importance of thinking strategically about planning your estate. He serves as the Director of Taxes.

National Estate Planning Awareness Week 2023 Schedule

Estate planning is important for everyone over the age of 18. Failing to plan often leaves the government make those decisions for you. Most people still haven't gotten around to it or just feel that they don't possess significant assets and, therefore, a will or estate plan isn't necessary. A list of legal, financial, and medical professionals who have performed services for you is also important. Attorney Daniel B. Purtell can be reached for quotes, articles and interviews at 608-833-4001 or. Working with advisors who understand planning opportunities that are appropriate for an individual's particular situation is the key to success. By many estimates, only about half of Americans have an Estate plan, and only about 30% of you have up to date estate plans to reflect your current family needs and financial goals. Wed, Oct 19th, 2022. by DCP Staff. "All my property is titled in joint tenancy with my spouse so I don't need a will. Advisors can help clients avoid potential problems they may or may not be aware of. If so, fill out this form to inform us about your gift intentions. He has been named Best Estate Planning Lawyer for five consecutive years in the Waterbury Republican-Am e rican newspaper's Reader's Choice Awards. Estate Planning Resources for Individuals and Families. Please reach out to one of our Partners to discuss whether your estate plan needs an update, or to discover new planning initiatives.

To that point, the individual American citizen of today has the freedom to plan for the distribution of property as wished without approval needed or mandate defining who can and cannot be a beneficiary. "Estate planning is too complicated and expensive. In addition to protecting those you love, we want to share one powerful way you can support the Henry County Community Foundation in your estate plans that will cost you nothing during your lifetime- making a gift of your will. This is a good time to think about how you will utilize those before the exemption amounts decrease as expected in 2026. FreeWill also allows you to plan your beneficiaries for assets that may not be included in your will such as a 401(k) or an IRA. Medical Power of Attorney – a document that names someone (also known as your "attorney-in-fact" or your "agent") to step in and make medical decisions on your behalf. So go ahead and put the week on your calendar for next year too. A Will is one estate planning instrument that is used and is more publicly known, but a Will requires the involvement of the court to make decisions and execute. Myth #1: Estate planning is for rich estate planning used to be a highly necessary strategy for avoiding estate (or death) taxes, this belief was less prevalent. A weekly podcast series offering wealth planning professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. P. S. If you have already made a planned gift through your will or estate plans, we'd love to know so we may thank you during your lifetime. If you're wondering why you should be thinking about your will, we're here to debunk the most common myths about making estate plans: - It's too early for me to think about my will.

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