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July is a Jubilee of Events

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June 2024 Gems

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About National Estate Planning Awareness Week

United States
EVENT NAME:
Estate Planning Awareness Week, Ntl.
EVENT CATEGORIES:
Finance & Banking , Legal
Family & Friends , Civil Rights
United States
Dates Active:
Begins: Oct 17, 2022
Ends: Oct 23, 2022
INFORMATION URL:
EVENT ADDRESS:
RESERVE TICKETS:

DESCRIPTION:

More than half of Americans, an estimated 56%, do not have an estate plan, making estate planning a critically overlooked component of financial health.

National Estate Planning Awareness Week (H. Res. 1499) was adopted on September 27, 2008, to help consumers understand estate planning and its need, along with how best to create a qualified team of professionals to assist in the planning process.

Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through creating and maintaining an “estate plan.” The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and ensure the intended transfer of their property and assets at death while taking into consideration the unique circumstances of the family and the potential costs of different methods. A properly-created team of professionals may include, but is not limited to, the attorney, accountant, trust officer, and credentialed insurance financial planners, all working together to benefit their client.

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LAST UPDATED:

Sep 28, 2022

EVENT MANAGER:

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