What’s the right age for adults to begin estate planning? In most states, the only legal requirement for a valid will is that a person be age 18 or older and “of sound mind.” As a practical matter, the need for a will and other estate plans starts to arise when a person assumes family responsibilities or accumulates personal wealth sufficient to warrant planning for its distribution. Estate planning needs and goals change over the decades, but there are many ways to incorporate philanthropy into the plans.

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Ages 40 and younger

Ages 40s to mid-50s

Ages mid-50s to 60s

Ages 70 and older

Please contact us for more information on any of the ideas above.