The Importance of an Estate Plan
According to a recent study, 60% of American adults don't have an estate plan. It's essential for people of all ages to have some estate plan in place so that they don't leave a mess for their heirs to clean up. We find that our clients tend to overestimate the time and expense of hiring an estate attorney and putting in place a complete estate plan. In reality, an estate plan can take many forms whether that includes simple solutions like a Transfer on Death (TOD) designation on your bank account or more complex solutions like a will or Trust. The team at Dodds Wealth is here to simplify the estate planning process.