Happy New Year! The chilly January breeze blows in with a sense of new beginnings, fresh starts, and goal setting. What better time than now to create a “New Year’s Resolution”, a tradition passed down for generations? As you think about what resolutions you wish to establish, consider making 2016 the year you institute your Estate Plan.
While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning puts you in charge of decisions concerning your legacy, your finances and medical matters. It can also spare your loved ones the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
Taking the steps to get Estate Planning documents prepared is a gift, not only to you, but to those you love. Regardless of the size of your estate, proper planning brings peace of mind.
By taking action now, you can ensure your legacy is as you want it and your family’s needs are provided for when they need it most. As you start this New Year reflecting, dreaming, and considering your priorities, resolve to take this important step.