The Importance of Estate Planning

The third week of October has been designated National Estate Planning Awareness week. A lot of people considering estate planning may think, “I would rather do anything at the end of a long day than think about what’s going to happen if I unexpectedly pass away or become disabled.” But that doesn’t mean it’s any less important.

Other concerns people have about estate planning include the complexity, time involved and cost. But estate planning doesn’t have to be expensive, it doesn’t have to be complex or difficult, and it doesn’t have to take a lot of time to be done right.  Then – if something unexpected does happen – you, your family and your community are taken care of in a way that matches your goals, your values, and your outlook on life. Our wealth planners work with clients every day to make sure their estate planning is as easy, simple and efficient as possible and – most importantly – matches their financial planning.  We’d love to have a conversation with you if you are not getting that guidance right now. Feel free to reach out to any of our wealth planners whose contact information can be found on our website at

We hope to talk to you soon about these important issues. Thanks for watching and have a great day!


Published: October 23, 2015

Author: N. Perry Moore, CBEC™, CFP®, ChFC®


Phone: (812) 602-6306

The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons.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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