Many people assume estate planning is only necessary for ultra-high-net-worth families or celebrities. But the truth is, everybody has an estate, and failing to plan means leaving your assets, your heirs, and your wishes up to chance. 

That’s why we want to highlight a resource everyone should see: “The Greatest Gift: Outline Your Wishes with an Estate Plan.” This guide helps you define and document your intentions now, rather than leaving your loved ones to guess later. 

Download “The Greatest Gift” guide here 

What You’ll Find in the Guide 

• Clear steps to articulate your legacy: What you want to happen with your assets, health decisions, and personal wishes. 

• Tools to reduce family conflict: When your choices are documented clearly, there’s less ambiguity and fewer disputes. 

• Templates and prompts: Worksheets to help you record your preferences for wills, powers of attorney, and more. 

• Guidance on updating over time: As your situation changes—marriage, children, career shifts—the guide helps you revisit and adjust your plan. 

Why This Matters—Especially Now 

You may feel like “I don’t have enough assets yet to worry about this,” or “I can figure it out later.” But the greatest risk isn’t about size, it’s about clarity (or the lack of it). 

Consider these real-world costs when there’s no plan: 

• Your family faces delays or legal uncertainties in settling your estate 

• Your assets may pass through probate, incurring extra fees 

• Your healthcare and end-of-life wishes might not be honored 

• Heirs may inherit tax surprises or disputes over rightful ownership 

In contrast, a well-documented estate plan is a gift of peace and confidence to the people you care about. 

How to Use This Guide (and Work with Us) 

1. Download the PDF 
   Start by getting your copy of The Greatest Gift and skimming the table of contents to see what resonates. 

2. Fill out the sections thoughtfully 
   Don’t rush—these decisions are meaningful. Use the worksheets to articulate your priorities. 

3. Review annually (or after major life events) 
   A plan is only useful if it stays current. 

4. Bring it to a conversation with your advisors 
   Share your answers with your financial planner, attorney, or trusted advisor to align strategies. 

At Peace of Mind Wealth Management, we help clients navigate these estate decisions—not just by building a will, but by building clarity. If you’d like to review your estate plan, update it, or align it with your broader financial strategy, we’re here to help.