Take Care of Your Family’s Future
The Great Generational Wealth Transfer
Over the next 25 years, it’s expected that nearly $100 trillion will be transferred from older generations to their families. With so much at stake, ensuring your family is protected with the right planning tools is more important than ever.
Unfortunately, nearly two-thirds of American adults don’t have a will. For many, it’s due to cost, the hassle, or simply not knowing the consequences of leaving this task undone. But creating a will or trust today could be one of the most meaningful gifts you leave behind.
Why a Will or Trust Matters
✅ Peace of mind — Your wishes are clearly in writing.
✅ Beneficiaries & asset distribution — You decide, not the courts.
✅ Guardianship for children — You choose who raises them.
✅ Charitable contributions — Leave a legacy in your name.
✅ Pet care provisions — Ensure furry family members are cared for.
✅ Final wishes — Including funeral preferences.
Will vs. Trust
Will: A legal document outlining how you want your assets distributed. Typically must go through probate court.
Trust: Allows assets to potentially transfer to beneficiaries without probate, offering more privacy and efficiency.
For complex estates, consulting an estate planning attorney is essential.
Steps to Get Started
Compile and store these documents securely at home or with a lawyer/trust company:
Executor information
Beneficiaries
Guardians for minors
Caretakers for pets
Last Will & Testament
401(k), IRAs, life insurance policies, and bank statements
Proof of ownership (property deeds, vehicle docs, mortgages)
Credit, loan, and investment records
Legal documents (birth certificate, marriage license, divorce decree, passport, etc.)
Power of Attorney & Healthcare directives
Funeral plans
Contact info for beneficiaries and advisors
Websites like trustandwill.com, mygoodtrust.com, and rocketlawyer.com can provide helpful starting points.
Final Thoughts
Taking care of your family’s future isn’t just about money, it is about giving them clarity, direction, and peace of mind. If you would like referrals to trusted estate planning professionals, I would be happy to connect you with someone in my network.
👉 Don’t wait, start today.
If you or someone you know is considering a home renovation, a home sale, or a move, feel free to contact me with any questions. I’m here to offer clear, concise information you can trust.
Please feel free to share with anyone you know who can benefit from this! Have a great weekend! 🏡👨👩👧👦😊
Realtor Joshua Vigil
DRE# 01989117
The Hier Advantage Real Estate Sales & Service
