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 – 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 designation of health care surrogate 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 granted Alex the ability 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 Candice McPhillips. This is a 1-hour Zoom meeting where we will review your questionnaire, answer your questions, and present my flat fee packages! If we decide we’re a good fit to work together, we’ll take next steps. And if not, that’s fine too! Book your Peace of Mind Planning Session HERE. Mention this blog and I’ll waive the $450 session fee!

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