WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2026

If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. 

Did you know? 

• 64% of Americans say having a will is important, fewer than 32% have one. 

• Only 43% of those age 55 or older have a will or living trust. 

• 43% of U.S. adults blame procrastination as the most common barrier to estate planning. 

We will discuss how to create a solid life after work plan and spouses are encouraged to attend! These important topics will be addressed: 

• Do I need a Will? Trust? Powers of Attorney? 

• How can I avoid the cost and delays of PROBATE? 

• How can I reduce Estate Taxes and leave more money to my loved ones? 

• How can I protect my assets from the devastation of Nursing Home Costs? 

• How will you keep your heirs from frivolously spending his/her inheritance? 

• Who gets your home, who inherits all of your bank accounts, who will get your assets? 

• Can you avoid family arguments over your belongings and keepsakes? 

• How can I create Tax-Free Income at retirement? 

We will be discussing: 

• Do’s and Don’ts for transferring your assets (including your home or farm to your children) 

• The benefits of avoiding probate for your family 

• Protection from unexpected nursing home costs without nursing home insurance 

• How to reduce or eliminate many forms of taxation 

• The importance of having the right legal documents at the right time 

If there’s a common unaddressed problem in the financial plans of many adults of all income levels, its what to do about their assets when they’re gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will. We hope to see you there!