New Report: Over 50% Surveyed Haven’t Done Any Estate Planning. Here’s Why.

⁠In a survey published this past fall⁠, more than 1,000 participants aged 18 to 99 shared insights on their estate plans – or lack thereof. Surprisingly, more than half said they have not consulted an estate planner regarding a trust or will.

Why? The study found that misconceptions about estate planning are the main cause of inaction.

On this show, learn more about this fascinating report and how it may guide your planning. Listen as hosts Lou Pierro and Kristen Peck share the survey’s conclusions and offer insight from their perspective as experienced ⁠estate planning⁠ attorneys.

Key findings:

• Many respondents reported they did not feel adequately informed about getting the most out of their estate plan
• A ‘change in health’ is the top reason respondents gave for starting an estate plan; however in reality, that can be too late in some respects
• A common fallacy: creating an estate plan is a one-and-done undertaking

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