A significant number of Americans have no estate plan in place, which could be due to several factors: not making time to address a seemingly far-off problem, avoiding potentially difficult conversations and decisions, not wanting to think of one’s mortality, or the perceived high cost of working with attorneys and other professionals. However, failing to plan can have consequences that could be very costly both financially and in terms of an undesirable outcome, delay, and family disharmony. This article describes general estate planning considerations involved in the process and the types of documents typically incorporated into an estate plan.
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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028
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