Avocados & Assets: Estate Planning for Millennials

Hold up, Millennials! Think estate planning is just for mansions and yachts? Nope! Life throws curveballs, and even young adults need a plan. A few simple documents can help take you from panicked to prepared. 

Consider Maya, a 33-year-old graphic designer. She wasn't exactly thinking about death and wills. Her life was a whirlwind of freelance gigs, late-night ramen sessions with friends, and weekend adventures. But then her grandfather fell ill. Witnessing his struggle and the confusion it caused amongst the family made Maya realize – that even young, healthy people needed a plan.

So Maya set up a will, ensuring her beloved record collection and vintage camera went to her music-loving niece, not a distant cousin she barely knew. A healthcare proxy allowed her best friend, Alex, who knew all her allergies and medical history, to make decisions if Maya couldn't speak for herself. A power of attorney also allowed Alex to handle Maya's finances if illness ever sidelined her. 

Having a plan, even one that didn’t involve yachts and mansions, brought Maya peace of mind. Now she can focus on her passions, knowing her future was a little more secure. 

Ready to take control of your future?

Take the first step towards peace of mind by booking a Peace of Mind Planning Session with Attorney Shawn Smith. This is a 1-hour meeting where we will review your questionnaire, answer your questions, and present our flat fee packages! If we decide we’re a good fit to work together, we’ll take the next steps. And if not, that’s fine too! Book your Peace of Mind Planning Session HERE. Mention this blog and we’ll waive the $275 session fee!

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