5@55: 5 Estate Planning Documents to Have in Place By Age 55: Free Guide

Having several estate planning documents in a folder is not bad. Having a mental list of what you want done with your belongings when you die is a good start. Talking with your partner about what to do if you become seriously ill or incapacitated is a good start. Creating an estate plan does not have anything to do with a person’s current health and wellness; rather, it is a way to ensure that your wishes are carried out in the future.

#DYK: Did You Know?

  • 1 in 3 Americans who have no will or living trust claim they don’t have enough assets to leave behind

  • 2 out 3 American adults still don't have a will, even after the pandemic

  • 50% of those who don’t have a will say that it’s important to have one

  • Less than 50% of those 55 or older have a will

  • 63% of those who make $80k+ a year said that they “just haven’t gotten around” to estate planning

Download Our Free Guide:
5@55: 5 Estate Planning Documents to Have in Place By Age 55

We Are Here To Help 

If you need assistance creating or revising your estate planning documents, Jammie Taire and the  Smith Taire Legal team can help. We educate our clients on their estate planning options and make sure their final wishes are legally binding. Call us at 678-253-8133 if you have questions about your estate planning or wish to meet with an experienced Georgia estate planning attorney. 

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2022 Year End Estate Planning Checklist