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Estate plans vital to financial wellness

National Estate Planning Awareness Week is a good reminder for people to take action and review their plans or make sure that one is put in place.  Attorney Jane Seusy of Ross Estate Planning in Sturgeon Bay says it is important to have the right people chosen to handle financial or healthcare matters if needed.  She says everyone should have an estate plan regardless of the size.

 

 

 

Seusy says without a plan in place, if you were not able to make financial and medical decisions for yourself, a judge would assign a person for you.   The first step in establishing an estate plan, adds Seusy, is having a conversation and reaching out to a professional estate planner for information and a consultation.    According to the National Association of Estate Planners & Councils, an estimated 56 percent of Americans do not have an up-to-date estate plan. 

 

(photo submitted)

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