The goal of the awareness campaign is to help the American public learn how to keep their financial and estate plans up to date. Financial Literacy Month was officially designated by a Congressional proclamation. NAEPC is joining with financial professionals, nonprofit organizations and financial services organizations to promote financial literacy. To learn more about the NAEPC Education Foundation and their improving financial awareness campaigns, please visit: http://www.estateplanninganswers.org/national-financial-awareness-campaigns/.
The organizations believe increased awareness is necessary, as evidenced by the following:
If you have delayed creating or updating your estate plan, now is the time to take action. You will need to gather and organize your financial information, decide on your personal financial goals, and seek out an estate planning attorney to develop your estate plan. An estate plan should be updated at least every three years or whenever there is a change in your situation such as marriage, divorce, births or deaths, or a substantial change in the size of your estate.
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