Estate planning is an often overlooked element of financial wellness. It is estimated that over half of Americans – 56% – do NOT have an up-to-date estate plan!
National Estate Planning Awareness Week (H. Res. 1499) was adopted on September 27, 2008, to help consumers understand estate planning and its need, along with how best to create a qualified team of professionals to assist in the planning process.
Take a moment this week to be sure your financial house is in order, which includes estate planning. If you need any assistance, please call our office at 703-466-0477.
Securities offered through Triad Advisors, LLC, Member FINRA/SIPC
Advisory Services offered through AMJ Financial Wealth Management LLC
AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC