As we recognize National Estate Planning Awareness Month this October, it’s an ideal time to reflect on the importance of planning for the future. Surprisingly, studies show that more than half of Americans don’t have a will or estate plan. This essential step not only safeguards your assets and fulfills your personal wishes but also offers a unique way to make a lasting impact on our community.

Estate planning allows you to ensure your legacy while also benefiting the causes and organizations you care about. By incorporating charitable giving into your estate plan, you can create a lasting legacy that reflects your values, supporting the causes you care about and addressing community needs for years to come. From establishing a scholarship fund to benefit future generations, to supporting programs for healthcare, education, or the arts, the impact of a planned gift can be transformative. Even small, thoughtful gifts made through your will or trust can contribute to a better quality of life for your neighbors and sustain the work that matters most to you.

If you’re unsure where to begin, consider reaching out to a local professional advisor. They can help you navigate your options and establish a plan that reflects both your personal and philanthropic goals. Estate planning isn’t just for those with extensive wealth; it’s a valuable tool for anyone who wants to provide for their loved ones and community.

If you've already started on your estate plan, consider reviewing it periodically to ensure it aligns with your current wishes. Life changes, and your plans can too—updating them ensures they fully reflect the legacy you wish to leave.

Now is a great time to secure your legacy and support the community you cherish. Contact a local advisor and explore how your estate plan can make a meaningful difference. For a list of advisors in the Dodge County area, click here.