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Millennials have traded in their flip phones for smartphones and DVDs and CDs for streaming. They’ve lived through world-altering events like 9/11, the 2008 financial crash, and the COVID-19 Pandemic. These technological changes and economic events have made millennials more adaptable to change and altered their thoughts about money and the future.
Estate planning is an important part of any financial plan – even for young adults with no children. Whether you’re on your own or married, it’s critical to communicate your wishes through incapacity documents and a last will and testament. We’ve detailed the documents you should think about as you create your estate plan.