Welcome to our first newsletter of the year! As we embrace the fresh start that January brings, it’s the perfect moment to reflect on our goals, plans, and yes, even our estate plans. As an estate attorney, I’m here to guide you through the importance of reviewing and updating your estate plan as we begin a new year.

That’s why I’m giving away a copy of my favorite book on organization, Decluttering for The Rest of Us, by Dana K. White to the first 5 people to meet with me for a Legacy Planning Session this month.

During your Session, we’ll cover 5 of the most loving things you can do for the people you love in the New Year –

  1. Make a plan: A Will, Trust, Power of Attorney, Health Care Directive, and, if you have kids, a Kids Protection Plan® so you don’t leave your family to deal with an expensive mess or unnecessary court proceedings if you become incapacitated, or you die unexpectedly.
  2. Include a letter or a recording of yourself for your loved ones
  3. Plan to pay no taxes
  4. Plan and pay for your funeral
  5. Get organized

And you’ll have all of your most important items and decisions organized as simply and clearly as possible for your family when something happens to you. They’ll know what you have, where it is, and how to find it.

New Year, Updated Plans

The start of a new year often signals a time for resolutions and setting new intentions. It’s also an ideal moment to revisit your estate plan. Have there been any significant life changes in the past year? Perhaps a marriage, a divorce, the birth of a child, or the passing of a loved one? These events can dramatically impact your estate plan and necessitate immediate updates.

Adapt to Changes in Laws

Tax laws and regulations are continuously evolving. As an estate planning attorney, I stay updated on these changes to ensure your plan aligns with the most current legal landscape. January is an excellent time for us to sit down together and discuss any changes in laws that might affect your estate plan.

Peace of Mind for the Year Ahead

A well-crafted estate plan isn’t just about finances; it’s about peace of mind. It ensures that your assets are distributed according to your wishes, your loved ones are taken care of, and potential conflicts are minimized. By reviewing and updating your estate plan at the beginning of the year, you’re setting the stage for a more secure and predictable future.

A Personalized Approach

Every individual’s situation is unique. What works for one person might not be suitable for another. That’s why a personalized approach to estate planning is crucial. By scheduling a review early in the year, we can tailor your plan to your current needs and goals.

As we dive into the new year, let’s take this opportunity to ensure that your estate plan is not only up to date but also aligned with your current wishes and circumstances. Don’t hesitate to reach out to schedule a meeting. Together, let’s make this year one of clarity, security, and peace of mind when it comes to your estate planning needs. Call us at (210) 410-8013 to schedule a Legacy Planning Session.