(435) 656-3882 info@vaultais.com

NEARLY HALF OF PEOPLE OVER 55
DON’T HAVE A WILL

 

Estate planning is an important part of personal financial management and involves maximizing the benefits of wealth.

Without a will, you risk leaving your loved ones unprotected…and at the mercy of laws in your state.  Learn your options and other important facts.

Make sure your final wishes are documented in a will.  If you don’t:  

  1. Your loved ones’ inheritance will be at the mercy of your state’s intestate laws.
  2. The court could appoint a total stranger to handle your estate.
  3. Minor children may be appointed a guardian you wouldn’t want.

My free guide, Time to Review Your Estate Plan, tells you how to avoid problems and make sure your final wishes are honored.

Contact Lacey (lacey@vaultais.com) if you want to get on my calendar to learn more.