High School Seniors Can Use a Starter Estate Plan
As summer fades into fall and school resumes, millions of seniors are entering the home stretch of their high school careers and marking their official entry into legal adulthood at age 18. While an 18-year-old may not need as many tools in their estate plan as adults further down the path of life require, they should at least have the foundational documents that address the new reality of their legal independence. Your clients can create these inexpensive documents for their seniors at https://meredithpc.com/diy. Read more about why high school seniors can use a starter Estate Plan.
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Does a Young Adult Need a Will?
A will is essential whether your net worth is $1 million or $100. Individuals with a higher income level and a high net worth are more likely to have an existing estate plan, and they may require additional tools in their plan to address their concerns adequately. But everyone should still have an estate plan regardless of their net worth. Read more about why people who do not have a will often mistakenly believe they lack sufficient assets to warrant one.
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Young Adults Need a Financial Plan
It is the best of (economic) times and the worst of (economic) times for young adults in America today. Read more about how advisors can reach a generation of Americans who prioritize things like "soft saving," "work-life balance," and "sustainable investing."
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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.
