Estate Planning by Age

What is the target audience for estate planning? 

Are you a good candidate for estate planning? 

Well, take a look at this infographic and see where you fall. There are always good reasons to put your planning in place and at least a consultation on your particular situation is a good idea! 

What should you be doing right now

18-25 YOUNG ADULT

At this age, disability documents are important for you. A financial power of attorney authorizing someone to pay your bills if you become incapacitated and medical power of attorney for medical reasons.

26-35 YOUNG FAMILY

Now that you’re married and with small children, a Will is important in order to nominate guardians of your minor children if something were to happen to you.

36-50 FAMILY AND GROWING ASSETS

Once you own real estate, some growing assets and retirement accounts, a living trust may make sense to manage those assets for the next generation to avoid probate.

51-65 PRE AND POST RETIREMENT

At this point, you’ve built wealth, and your kids are coming into their own. An estate plan is most effective for you when it is kept current. Families change, laws change, and tax codes change but a revocable trust can evolve with you.

66+ ELDER CARE JOURNEY

Planning for long-term care cost and the eldercare journey are critical issues to monitor. Enhanced power of attorney, and potential planning for Veterans Benefits and Medi-Cal are a priority.

Want to know what you should do?

Book your Free Consultation with us.

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