INSIGHTS WITH EVALESCO

Estate Planning New Year’s Resolutions

TOPICS DISCUSSED

Create your estate plan
Revise your plan

Every year, we come up with resolutions for ourselves. We decide that this year will be the year that we work out every day, or get that promotion at work, or make more of an effort to reach out to our friends and family. For many of us, these resolutions fall by the wayside by the end of January. This may be because the resolution feels unachievable. When it comes to New Year’s Resolutions, it is best to start small.

Some of the best resolutions to make may involve estate planning. These resolutions are easy to complete. As a result, you can feel the sense of accomplishment that comes with finally achieving a goal and checking something off your list. Additionally, achieving your estate planning goals will majorly benefit you in the long run. Read on to learn some of the best ways to include estate planning in your list of New Year’s Resolutions.

New Year’s Estate Planning Resolutions

Create your documents

Many people know the importance of estate planning, but simply put off creating a plan. After all, planning for your estate can feel overwhelming. Additionally, with the hustle and bustle of everyday life, it can be difficult to think so far ahead when so many current issues need your attention. But, you may find yourself in a position of wishing you had planned in advance. Estate planning is one of the most important things you can do and one of the easiest New Year’s resolutions to make is to simply begin the process.

Revise your documents

Others have already created thorough estate plans. Once this part of the process is done, it is easy to simply forget about it and move on. But, this is a big mistake. As your life changes, your estate plan should change too. For example, major life events like marriage, divorce, adoption, childbirth, and the death of a loved one are all reasons why you would need to update your estate plan. This year, make sure you update your estate plan to reflect your current life.

If you are ready to follow through on your New Year’s Resolutions and complete your estate planning goals contact us today.

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