Estate Planning

Do You Have an Estate Plan?

Planned Giving - Planting a tree that grows

Whatever your stage in life, now is a good time to think about and plan for how your affairs will be handled. While COVID-19 has prompted many Americans to think for the first time about the importance of estate planning, an estimated 67% of adults still do not have a will or living trust in place to protect themselves and their families.

By preparing your estate plan sooner rather than later, you safeguard more than just matters of finances and inheritance, you also guide future health decisions, provide for those who are dear to you and create your legacy. Your estate plan can even be used to support your favorite charitable causes.

A few simple steps will give you peace of mind today by ensuring that you and your loved ones are protected tomorrow. Why wait? Fill out the form below to request a FREE organizer to help you get started on your estate plan today. Or contact Dan Virzi at 513-345-6582 or dvirzi(at)cetconnect(dot)org for more information.

Mike Miller - Guest Moderator and Panelist

Guest Moderator and Panelist

Michael R. Miller, J.D., CFP®

Christine Buttress - Panelist

Panelist

Christine Buttress

Jami Vallandingham - Panelist

Panelist

Jami Vallandingham