Estate planning is extremely important for everyone, regardless of the available assets and yet nearly 60% of Americans fail to begin the process by writing a will. Part of it is a fear or avoidance of thinking about the end, and part of it is the belief that there is no point if you are not particularly wealthy with many assets.
Your future and legacy likely rank very highly on your list of important topics, but are you giving them the attention they deserve? Financial planning is about planning for life and longevity, not simply an endpoint such as death or retirement.
We are a professional financial services firm located in Sanford, Central Florida.