Wills Week

Wills Week

October 18-24, 2021 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


2021 Wills Week Conference Presentations


James Lee, Metropolitan Wealth Advisors. "Estate Planning: A Sensible Approach"

 

John Kern, Maryland Volunteer Lawyers Service (MVLS). "Planning and Controlling Your Assets"

 

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

 

Elizabeth Green, JD, Pessin Katz Law. "Planning for Medicare, Medicaid, and Long-Term Care"