There are several reasons why the new year is the perfect time to create an estate plan. It’s also an easy way to cross a new year’s resolution off the list. An Estate plan is a New Year’s Resolution that lasts.
“Most” of us Americans aren’t great at keeping resolutions. In fact, many of us will ditch those new habits before the end of January. For those of us who do keep resolutions, we know it’s stressful. Changing habits is hard – especially during a pandemic! An Estate Plan is a way to put off that “thing” you’ve thought about for years. It’s much more than just a Will, Trust, or Power of Attorney. An Estate Plan is for you, your loved ones, and your savings. And, it’s basically forever.
Watch the replay above to learn why getting an estate plan starts your new year off on the best foot! Relieve stress while you plan for and protect your future. The best part is, once your plan is created, you’re essentially done for the year! Unless there’s a law change or a life change, you can sit back and relax.
Ready To Start Working On Your New Year’s Resolution?
The first part of your plan is a simple, free conversation with our team, contact us today! We'll be in touch to gather information about you and your concerns. We’ll also answer your questions about our firm and our process. There’s no obligation to schedule a meeting with an attorney.