National Estate Planning Awareness Week

Most people don’t know that there is such a thing, but the National Association of Estate Planners & Councils is getting the word out this year that next week is the National Estate Planning Awareness Week.  A resolution was passed in 2008 creating the proclamation to bring attention to the estimated 120,000,000 Americans that do not have up-to-date estate plans.

With so much uncertainty in the transfer tax code, income tax code, economy and political environment estate planning has never been more important.  For those with balance sheets above $5 million and complex assets like closely held businesses and real estate, planning is particularly important.  Even if you do not fit this category, there are many non-tax reasons to be thoughtful about estate planning.  If you have questions or concerns, our team of professionals is always available.

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The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements.

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Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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