Tomorrow Starts Today: Why Everyone Needs an Estate Plan

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

–  Warren Buffett  

Planning ahead might not be the most exciting thing on your to-do list, but it’s one of the most meaningful gifts you can give yourself and the people you care about.

National Estate Planning Awareness Week was adopted by the U.S. House of Representatives in 2008 to help people better understand what estate planning is and why it’s such an important part of overall financial wellness.

Estate planning isn’t just for the wealthy. It’s for everyone, no matter your age or net worth. It’s all about creating a strategy that protects your financial security during your lifetime and makes sure your wishes are carried out later on.

Did you know that more than half of Americans don’t have an up-to-date estate plan or even a simple will? This week is the perfect time to make sure your plans reflect what matters most to you.

A thoughtful estate plan usually includes:

It’s just as important to keep everything organized and make sure your family or chosen decision makers know where to find these documents. Plans should be reviewed every 3 to 5 years, or sooner if your life, finances, or tax laws change.

At Evermay Wealth Management, we know the importance of a solid plan that reflects your wishes and protects the people you care about. Estate planning is not a one-time task; it is an ongoing part of your financial well-being. Whether you are creating a plan for the first time or reviewing your existing documents, our team is here to help make the process clear and meaningful. Connect with your Evermay Wealth Advisor to talk through your goals and help ensure your estate plan truly supports your vision for the future.

Learn more about Evermay's estate planning services.

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Important Disclosure Information

Evermay Wealth Management, LLC (“Evermay”) is a registered investment adviser. For more information about Evermay’s advisory services, please request a free copy of our Firm Brochure.

Evermay is not a law firm and it does not offer legal advice. Evermay offers two distinct avenues for offering estate planning services: estate planning consulting and an estate document preparation service.

Past performance is no guarantee of future results. All investments involve risk, including loss of the principal amount invested. Diversification and asset allocation strategies do not ensure a profit and do not protect against a loss, especially during periods of market downturns.

This information is educational in nature, and not as a recommendation of any particular investment strategy. Given various factors, including changing market conditions, the views and opinions expressed are subject to change.

Statements herein reflect opinions regarding future financial or economic performance. Such statements are “forward-looking statements” based on various assumptions, which may not prove to be correct. Certain information contained herein was derived from third party sources as indicated. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of the information presented.

Please contact Evermay if there have been any changes to your financial situation or investment goals or if you would like to add or modify any reasonable restrictions to your investment portfolio.