If you’re a high-income earner, chances are you already have a financial team: an advisor managing your investments, an accountant helping you minimize taxes, and an insurance professional protecting against risk.

But ask one more question:

“Is my estate plan current—and does it actually match everything else we’ve built?”

That is often where the conversation stops.

Your financial advisor can help you build and preserve wealth. But your estate-planning attorney makes sure that wealth is legally protected, properly titled, and transferred according to your wishes.

And there is a real disconnect. In a 2024 Charles Schwab survey of more than 1,000 Americans with at least $1 million in investable assets, 97% said they intended to pass on wealth—but only 18% reported having an estate plan.*

You can have a sophisticated investment strategy and still leave your family exposed if your will, trusts, beneficiary designations, powers of attorney, and asset ownership have not kept pace with your life.

A former spouse. Adult children. A new relationship. A growing business. Real estate acquired years after your documents were signed. Any one of these can create a gap between the financial plan you have and the estate plan you actually need.

Adelman Bodner Law Firm closes that gap with a comprehensive, attorney-guided process designed to make estate planning clear, efficient, and manageable.

Update your plan. Protect the people you love. And preserve everything you’ve spent a lifetime building.

*Source: Charles Schwab, 2024 High Net Worth Investor Survey. Survey of 1,005 Americans with at least $1 million in investable assets.