April is National Financial Literacy Month!


Expect to hear more about financial and estate planning during the month of April.
 
Several organizations representing nearly 1 million professionals—accountants, attorneys, financial planners and advisors, insurance agents and brokers, and trust officers—are planning to mobilize the entire estate and financial planning community by providing support, tools and education for professionals and the public.
 
During National Financial Literacy Month (April) and National Estate Planning Awareness Week (in October), they will be providing estate and financial planning content, seminars, webinars and mentions in newsletters, blogs, publications, social media groups and websites.
 
These organizations include: The NAEPC Education Foundation, the National Association of Estate Planners and Councils, American Institute of Certified Public Accountants; American Association of Attorney-Certified Public Accountants; American Bar Association Section of Real Property, Trust and Estate Law; Society of Financial Service Professionals; National Academy of Elder Law Attorneys; Partnership for Philanthropic Planning; Financial Planning Association®; and Association of Fundraising Professionals.
 
Their goal is to alert, educate, motivate and assist the American public to cost-effectively establish and keep their financial and estate plans up to date. As leaders in the estate and financial planning community, they are keenly familiar with the challenges American face with regard to saving, investing, and planning for their financial futures:
 
  • The majority of Americans lack the ability to adequately plan for retirement as most Americans over 65 are totally dependent on Social Security. With proper knowledge and planning, future generations will certainly have a more secure future.
  • It is estimated that over 120,000,000 Americans do not have an up-to-date estate plan to protect themselves and their families, making estate planning one of the most overlooked areas of personal financial management. Estate planning is not just for the wealthy and is important for everyone. With advance planning, issues such as guardianship of children, managing bill paying and assets in the event of sickness or disability, care of a special needs child, long-term care needs, and distribution of retirement assets can all be handled with sensitivity, care, and at a reasonable cost.
  • Many people mistakenly believe that because they are not “rich,” they do not need to do any estate and financial planning. This attitude can be financially harmful and can be avoided with proactive planning.  Estate planning is not about the value of what you own, but the way you value what you have. 
We encourage Americans “of all ages and at all stages” of life to explore the informational resources available on EstatePlanning.com.  Click here to download the “Six-Step Checklist Toward Successful Estate Planning.”  Register to attend our free upcoming webinars presented by estate planning experts, or access the recording of webinars presented recently.

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