Senior Spotlight: National Make-A-Will Month Is Almost Here

The time to plan is now.

August is almost here and it is National Make-A-Will Month. While this may not be one of the easiest topics to talk about, it is one of the most important. A will is key to ensuring that your wishes are honored, that your loved ones are protected and that your legacy reflects your values and hopes for the future.

The American Heart Association states that “Without a will in place, state law dictates who gets your house, savings and other assets instead of letting you provide the direction of your final wishes.” The Federal Office of Financial Readiness reiterates that a will is critical in permitting you to name an executor to pay your bills, cancel credit cards, oversee the distribution of the state and avoid probate. There are countless other reasons why a will is necessary; our goal today is NOT to offer advice or guidance on this highly complex topic – but to encourage you to consider if you have an active, updated will and if it includes everything you want and need.

*This blog is for informational purposes only and is not intended as legal advice.

Did you know that according to Caring.com, only 25% of Americans have wills today? This is a decline from 33% in 2022. Since we always say that knowledge is action - here are some resources to inspire you to make the best choices and plans for you.

Will Planning & Motivation / Caring.com

Protect What’s In Your Heart (Webinar & Guides) / American Heart Association

Wills, Estates, And Advance Care Planning / California Courts Self-Help Guide

Free Resource For Creating A Will / American Red Cross

Personal Estate Planning Kit / AARP

Estate Planning Information & FAQs / American Bar Association

There are countless other resources available; we encourage you to talk with your trusted financial professionals to determine what steps you should take and the best way to put your own plan into place.

Cheers to the legacy you have built & all the ways you can preserve it,

Bobbi

Bobbi Decker
DRE#00607999

Broker Associate
650.346.5352 cell
650.577.3127 efax
www.bobbidecker.com

NAR Instructor….“Designations Create Distinctions”
CIPS, SRS, ABR, CRS, SRES, GRI, CLHMS, REI, AHWD, RSPS, MSLG

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