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Surveys have shown that over 50% of adults in the United States do not have a Will or Trust. Many mistakenly believe that “estate planning” is only for the wealthy; however, everyone who owns assets needs an estate plan. Don’t wait until there is a death in the family or you are seriously ill. Those are times of emotional stress. We understand that focusing on the task of estate planning has never been easy. To the contrary, it’s an activity most people would like to avoid, particularly because it involves dealing with one’s own mortality. However, it is important to get this important item off your “to-do” list – as delays in estate planning may result in lost opportunities.
James R. Petrie
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