National Estate Planning Awareness Week

October 16, 2017


Congress has set aside the third week in October as National Estate Planning Awareness Week (October 16-22, 2017).  This is the perfect time to learn more about what estate planning is, the purpose of estate planning, and what you need to plan.


Estate planning is one of the most overlooked areas of personal financial life.  It is estimated that 70% of American’s do not have an estate plan, many mistakenly believe that this process is for the wealthy or the retired.  Estate Planning is for everyone! 


Estate planning is an important process that can help protect you, your family, and your assets.  Proper estate planning saves you and your loved ones money, passes your assets as way you desire, provides direction during incapacitation, and determines care for your children.  Estate Planning also gives you peace of mind.


National Estate Planning Awareness Week is the perfect time to make sure your affairs are in order in the event of sickness, an accident, or untimely death.   


If you already have a plan, now is the perfect time to review your plan, to make needed adjustments to beneficiary designations or modify retirement accounts and insurance policies. 


Contact Attorney Andrea K. Shoup at 951-445-4114 to begin your estate plan today.  Please visit us at for more information. 

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