By the Numbers
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67% of Americans have no estate plan
Based on a 2022 CNBC article, only about 33% of Americans have established estate plans, meaning 67% lack essential end-of-life planning documents like wills or living trusts. Estate planning isn't just for the wealthy - anyone can benefit from documenting their wishes for asset distribution and care preferences.
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Take the initial step and become as informed as possible - consult with one of our financial advisors.
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According to this article, key reasons for not planning:
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40% haven't gotten around to it
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33% believe they don't have enough assets
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13% find the process too expensive
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12% don't know how to create a will​
Our Approach
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Construct a Thoughtful Legacy Plan
The purpose of estate planning is to ensure the administration and distribution of your assets upon death or disability, while minimizing financial burdens and emotional stress for your loved ones. A well-designed estate plan enables you to select your heirs, arrange for asset supervision, and minimize or avoid taxation.
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Without careful preparation, you may face probate complications and your wealth could be distributed to unwanted recipients, incur unnecessary tax consequences, or suffer from inadequate financial management.​
Take Care of the Family Legacy
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Transferring Wealth
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Wills, Living Trust, Spousal Trust, & Irrevocable Trust
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Financial Powers of Attorney
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Estate Tax Strategy
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Inheritance Planning for Your Children
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Multi-Generation Tax Planning
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Family Gifts and Philanthropic Giving
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Executors, Trustees, and Legal Guardians
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Property Ownership and Beneficiary Naming
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Charitable Trust & Foundations
More than a firm, Audible Wealth embodies our collaborative spirit in every decision we make. What does this mean for you?
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Solving your living and post-life estate needs
Collaborative approach to legacy planning
Strategic and efficient wealth transfer tactics
Since we operate as an independent advisory firm, we can provide optimal financial solutions. This autonomy to deliver enhanced value to our clients defines our fundamental distinction.
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Monica Carlos
Chief Growth Officer, Partner
Get Prepared
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Why You Need an Estate Planning Advisor
Creating an estate plan is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. Without proper planning, your family may face unnecessary legal complications, lengthy probate proceedings, and difficult decisions during an already emotional time. A comprehensive estate plan goes beyond just writing a will—it includes establishing trusts, designating beneficiaries, planning for incapacity, and minimizing tax burdens on your heirs.
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It's never too early or too late to put these essential protections in place. Contact our experienced wealth advisory team today to discuss your unique situation and learn how we can help you create a plan that protects what matters most to you.
Disclaimer: Audible Wealth Management is not a law firm and does not provide legal advice. We do not prepare, review, or provide guidance on the execution of legal documents. For all legal matters, including the preparation and execution of wills, trusts, and other estate planning documents, please consult with a qualified attorney licensed in your jurisdiction.​
Ready to get started?
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When you need powerful legal advocacy and expert guidance, our seasoned advisors are here to fight for you.