A 15-Minute Estate Planning Checkup

August is National Make-A-Will Month — but here’s the truth: most people don’t need just a will. At TS Prosperity Group, we help individuals and families take a holistic approach to their estate plan and make recommendations that will encompass more than just deciding who receives your assets. 

According to Retirement Living: Journal of Retirement Research, only 32% of Americans had a will in 2024. While estate planning can feel uncomfortable or easy to postpone, failing to plan can create unintended stress for loved ones. Without proper documents in place, state law may determine key outcomes, probate can become more expensive and time-consuming, and family members may be left making difficult decisions during already challenging times. 

Having a Will is just the start. A comprehensive estate plan often includes: 

• A Will 
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will (also known as Advanced Directive)
• Trust, when appropriate
• Beneficiary Designation Reviews 

If you already have an estate plan and in honor of National Make-A-Will Month, here’s a simple challenge: give it a quick review. Major life events such as marriage, divorce, the birth of a child, retirement, or significant changes in assets can all create a need for updates. 

Use our 15-Minute Estate Planning Checkup Checklist to see whether your documents still reflect your wishes. If you haven’t created an estate plan yet, there’s no better time to start. 

Contact our team at (844) 487.3115 to schedule a conversation or fill out the form below to learn more. We're here to help ensure your plan protects the people and priorities that matter most.

At TS Prosperity Group, we IGNITE PROSPERITY® by helping our clients do more with their money. Whether it’s saving a little extra cash each month or accomplishing a long-term strategy, our goal is to help you transform your financial life. Call and schedule an appointment today, one of our team members would love to help you do more with your money at TS Prosperity Group. TS Prosperity Group is based in Council Bluffs, Iowa, with clients across the Midwest. For more information visit tsprosperitygroup.com or call 844-487-3115. #igniteprosperity

Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.