Friends,
We wanted to take a moment to talk about something that’s easy to put off—but very important: your estate plan.
Whether you already have one or are just starting to think about it, keeping your plan up to date is key to making sure your wishes are followed, and your loved ones are taken care of. We’ve attached a helpful resource, Estate Planning Guide and Checklist for 2025, to walk you through the basic terminology and help you feel more prepared.
Here are a few things to keep in mind:
· Make a List of What You Own
This includes things like your home, valuables, and investment accounts. It’s a great first step in building a solid plan.
· Choose the Right Attorney/Firm
You don’t have to figure this out alone. The complexity of your estate plan usually determines the firm you should use. We’re happy to connect you with a trusted estate planning attorney who’ll help you create a plan that fits your situation.
· Keep Beneficiaries Updated
Life happens—marriages, kids, grandkids, changes in relationships. It’s a good idea to annually review who’s listed on your accounts and make updates as needed.
· Review After Big Life Changes
If something major happens—like a marriage/divorce, a new baby, new business, or a loss in the family—it’s time to revisit your plan.
If you’d like to chat about your current estate plan or start putting one together, just let us know. This can be a difficult process to go through, but having the right strategy will ensure your desires are followed when the time comes.
Please let us know how we can help.
Andrew