Happy New Year from the team at Family Estate Planning Law Group!
What’s your New Years’ resolution? Our firm’s resolution is to continue to learn and grow to make our Client Care Program the best it can possibly be! If you don’t have a New Year’s resolution, don’t worry. Here are a few suggestions of some great Estate Planning Resolutions, no matter where you are at in your estate planning journey:
1) Schedule a Complimentary Consultation with us: We offer complimentary consultations to make sure that our firm is the right fit for you based on your estate planning needs. Give us a call or send us an email to set up your first meeting.
2) Review your Beneficiaries and Assets: Be sure that your assets are up to date and aligned with your plan. Make sure that all beneficiaries are up to date, including any newly born children or grandchildren.
3) Set up a review meeting: We recommend updating your estate plan annually, so give us a call or send an email to schedule a meeting to review your plan.
4) Talk to your loved ones about your plan: It is important to have a conversation and inform your loved ones about your plan and their role. This will help prepare them if anything happens.
5) Establish an Estate Plan: If something was to happen to you, making you unable to make financial, health or other estate decisions, having a plan in place can ensure that your wishes are carried out and that your loved ones are taken care of.
Don’t know where to start? Give us a call and let us know how we can help you accomplish your Estate Planning resolutions!