We love new year's resolutions! It's a time to evaluate the past year and think about all the possibilities ahead. Whether it's to learn a new skill like a language, ballroom dancing, or tennis or to finally tackle estate planning, we have more tools than ever at our disposal to reach our goals.
Today, we're talking about benefits to getting your estate plan done in the new year!
When thinking about estate planning, there are several questions that need to be addressed with your spouse and loved ones.
These tough conversations are a necessary part of planning, and it's important to talk with loved ones about their roles in the estate plan.
It is comforting knowing that your plan is done. Knowing that your children are taken care of if the worst happens and you cannot be with them. Make sure you put the most effective plan in place - before you need it!
If you need help in the new year to tackle your estate plan, give us a call!
Reference: Elder Law Answers (December 12, 2023) New Year’s Resolution: Get That Estate Plan Done