The holidays can serve as a perfect backdrop for meaningful family discussions and for relaying relevant information between family members.
Whether you already have an estate plan in place or are thinking about having a plan drafted for you, you’d be wise to use the time spent together during the holidays to get every family member on the same page.
If you already have a plan in place, it is an excellent time to check in with your nominated agents to confirm their fitness to continue serving.
It is also an ideal time to establish any significant changes in family dynamics that would affect your long-term estate plan.
In the event that changes are necessary or warranted, you will want to update your estate plan as soon as possible.
If you don’t have an estate plan, spend the holidays with your family to discuss these critical matters.
A comprehensive estate plan will likely involve members of your family (designated agents) and making them aware of your intent to nominate them can help make the process go more smoothly.
Having an estate plan in place is peace of mind for you and your family. It is protection for your assets and preservation of your legacy.
Don’t avoid these conversations or shy away from these vital family topics. Keeping everyone on the same page and aware of your wishes will help ease tensions when emotions run high later on.
Our office can revise your current plan or establish a new plan for you and your family after the holidays. This will ensure that you start the new year with all loose ends tied up.
We specialize in educating and helping you protect what you have for the people you love the most. Contact us to learn more about how we can help.
