This week, Elevate Wealth Advisory's Advanced Planning Coordinator focuses on the importance of estate planning, especially for younger individuals who may not be looking far ahead past retirement.

Why is Estate Planning Important?

Estate planning ensures that the assets acquired over a lifetime are correctly transferred to the appropriate people upon passing. Proper titling and registration of assets are crucial for a smooth transition. While many avoid estate planning to sidestep thoughts of death, legacy planning is about more than just documents and estates—it's a holistic, people-focused approach to controlling the mark left on the world and relaying values and culture to family and loved ones.

Services at Elevate Wealth Advisory:

Estate Planning Assessment: A simple and quick assessment to determine estate planning needs.
Planning Assistance: Helping to create a plan for organizing records and coordinating with an estate planning attorney to ensure proper estate planning.
Although Elevate Wealth Advisory is not an estate law firm, guidance is provided to determine necessary steps for effective estate planning. If your current financial adviser isn't discussing estate planning, Elevate Wealth can help.

For personalized advice on integrating estate planning into your wealth management strategy, visit our Website below, and click the Let’s Talk button!

🔗 Website: https://elevate-wealth.com
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Hi! I'm Deedee Bloom, and I'm your host this week for Elevate Wealth. Younger people often come into our office who aren't thinking long-term past retirement. They often want to know, Why is estate planning so important? Well, the main reason estate planning is so important is because you will work your whole life to attain assets, and you want to make sure that they're transferred correctly to the appropriate people when you pass. Titling assets and making sure everything is registered properly are very important in order to make sure this process happens smoothly. People push talking about estate planning because they want to avoid the thoughts of death, but legacy planning is so much more than documents and estates. It is a people-focused holistic approach to controlling the mark you leave on the world. It is also relaying your values and your culture to your family and loved ones. At Elevate Wealth Advisory, we're not estate attorneys, but we can help you determine what you may need to ensure proper estate planning. We have an estate planning assessment that is pretty simple and quick. Once we determine what you need, we can help you make a plan for checking off the items that you need to get done, whether it's organizing records or meeting with an estate planning attorney. If your financial adviser is not talking to you about estate planning, we can help. Visit elevate-wealth.com and click "let's talk." Thanks, and we'll see you soon!

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