A sustainable financial approach incorporates planning to suit present needs, maintaining one's desired lifestyle during retirement years and establishing a legacy. Below are a few of the considerations when approaching how to create a robust and sustainable estate plan. No Two Estate Planning Journeys Are AlikeAn estate plan is a blank slate. Developing a sustainable estate plan will likely require multiple conversations with financial advisers, an estate planning attorney and, above all, family members. According to the 2020 Estate Planning and Wills Study conducted by Caring.com, only 32% of respondents said they have one or more estate planning documents.

Source: Forbes September 16, 2020 11:15 UTC