National Estate Planning Awareness Week

(National Association of Estate Planners & Councils)

Summary: Over 50% of Americans don’t have updated estate plans. With National Estate Planning Awareness Week right around the corner (October 19 to 25), Americans should take a moment to refocus on saving, investing, and planning for the future.

Our Thoughts: CRTs play an integral role in estate planning. However, for some individuals and families, a trust set up years ago might no longer meet their needs. We recommend reviewing your clients’ CRTs at least once a year to ensure they still align with their broader estate planning objectives.

How Sterling Can Help: Do you have clients with CRTs? Contact us for a free evaluation of their income interest.