LEGACY DESIGN

YOUR PLUG-N-PLAY PLANNED GIVING SOLUTION

THE GREAT WEALTH TRANSFER

It’s projected that wealth transferred will total $124 trillion by 2048-$105 trillion is expected to flow to heirs, while $18 trillion will go to charity.

The Cerulli Report-U.5. High-Net-Worth and Ultra-High-Net-Worth Markets 2024

76

of Americans don’t have

a will or trust*

TOP 5 REASONS FOR NOT HAVING A WILL OR TRUST

1. "I haven't gotten around to it."

2. "I don't have enough assets to leave to anyone.""

3. " It's too expensive to set up."

4. "I don't know how to get a will or living trust."

5. "I don't have anyone to leave my assets to."

*Caring.com 2025 Wills and Estate Planning Study.

LEGACY DESIGN

REMOVES ALL 5 REASONS

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