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    Sword and Shield Estate Planning

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2 Minutes Read

Estate Planning for Elderly Americans

The declining trend in estate planning among key demographics, including older Americans, successful business owners, and art collectors, represents a significant challenge with far-reaching implications. At Sword and Shield Estate Planning, we recognize the critical importance of proactive and strategic estate planning to ensure the smooth transfer of assets, minimize legal complexities, and optimize tax outcomes. Our recent observations highlight a widespread need for increased engagement and awareness across all segments of the population, particularly within middle-class America.

Critical Observations:

Elderly Americans are increasingly neglecting estate planning, emphasizing the necessity for targeted education and services tailored to this demographic.

A staggering 85% of business owners have not updated their estate plans to reflect current tax laws and personal situations, risking unintended consequences for their life's work.

Art collectors within the ultra-high net worth bracket significantly underutilize estate planning for their collections, potentially leading to future disputes or loss of value.

Despite these challenges, the opportunity to educate and assist is clear. Young adults show a stable rate of estate planning engagement, indicating a foundation upon which to build broader awareness and action.

The Imperative for Estate Planning:

Estate planning is not merely a task for the wealthy but a fundamental aspect of financial health for individuals at all income levels. It is essential for articulating one’s wishes for asset distribution, securing the financial future of loved ones, and ensuring the continuity and preservation of both businesses and art collections. Moreover, it offers critical benefits such as tax minimization, legacy preservation, and the support of philanthropic endeavors.

Our Approach at Sword and Shield Estate Planning:

We are dedicated to reversing the trend of declining estate planning engagement. Our team offers personalized, accessible services designed to meet the unique needs of middle-class Americans. Whether you're a business owner, art collector, or someone looking to secure your family's future, we understand the nuances of estate planning and offer comprehensive solutions.

Education and Accessibility: We strive to demystify estate planning, making it accessible and understandable. Our resources and consultations are designed to empower individuals to take action.

Customized Planning: Recognizing the diversity within middle-class America, we offer tailored estate planning that reflects your specific circumstances, goals, and aspirations.

Ongoing Support: Estate planning is an evolving process. We provide continuous guidance to ensure your estate plan remains aligned with legal changes and life transitions.


The decline in estate planning is not just a statistic; it's a call to action for individuals and families to safeguard their future. At Sword and Shield Estate Planning, we are committed to providing the tools, knowledge, and support necessary to navigate the complexities of estate planning. Together, we can secure your legacy and ensure your wishes are honored, providing peace of mind for you and your loved ones. Let’s embark on this vital journey together, ensuring your estate planning is a shield for your future, not a forgotten task.



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