Read Rianka's tips on overcoming the mental hurdles of Estate Planning on TrustandWill.com.
As a millennial, the last thing that comes to mind is creating a Will. There are so many other balancing acts we have in these pivotal years of adulthood: paying off debt, becoming new parents, saving for retirement, and the many other pulls that life has to offer. However, creating and maintaining Estate Planning documents are not just important, they are a critical stepping stone for future growth. As a CERTIFIED FINANCIAL PLANNER™ Professional, I guide clients on the Estate Planning documents they need during major events like graduating college, entering into marriage or a committed partnership, or expanding their family (fur parents, included!).
Cost is a barrier, that’s true, and I’m so glad that Trust & Will has made it more accessible for us to approach these decision points with one less concern. It’s part of the reason I’m so excited to join the team as a resident financial planner.
There are so many areas I want to dive in with you, and I’m looking forward to doing so over the next year. To begin, let’s start with the basics: overcoming the mental hurdles of creating a Will.
There are three main things that have always stopped me from beginning this process: 1) it sounds morbid, 2) it seems excessive, and 3) there are too many decisions to make… who has the time?
And I suspect many millennials are facing the same issues as me.
But I know that creating a Will is a really significant measure of adulthood, and one that makes many future life decisions much easier.
Ready to dive in and conquer these fears together? Let’s go.