Wills Week

Wills Week

October 17 - 23, 2022 was National Estate Planning Awareness Week, and UMB participated by providing free estate planning resources and hosted a free estate planning conference.

Don’t have a will? You’re in good company.

58% of Americans do not have a will. The top seven reasons are:

  • Haven’t gotten around to it
  • Not enough assets to leave anyone
  • Too expensive
  • Don’t know how
  • Don’t have anyone to leave assets to
  • Takes too long
  • Rather not think about it

Wills Week Articles

2022 Wills Week Conference Presentations

James Lee, Metropolitan Wealth Advisors. "Estate Planning: A Sensible Approach"
Partner and Financial Advisor of Metropolitan Wealth Advisors

Aisha Snead, Maryland Volunteer Lawyers Service (MVLS). "Planning and Controlling Your Assets"
Community Outreach Coordinator, Advanced Planning

Cheryl Jones, JD, Pessin Katz Law. "Planning for Medicare, Medicaid, and Long-Term Care"
Attorney with PK Law

Judy Vereen, New York Life Insurance. "Life Insurance 101"
New York Life Insurance Company

Legal services, including estate planning services, are available to UMB employees through UMB Guidance Resources.