Ring in 2023 with a Resolution That Benefits You and Your Loved Ones

Celebrate the New Year with a commitment to advance your estate planning. Whether you have an estate plan in place or you’re just beginning the process, getting your affairs in order with an estate plan is something you can do for yourself and your loved ones.

Review of your existing estate plan.

If you already have an estate plan in place, you’re one step ahead! If it’s been a while since the plan has been reviewed, however, it may be time to schedule an appointment for an estate plan checkup. Periodic checkups are important for a few reasons. First, the state and federal laws that can impact your estate planning goals change. You want to be sure you’ve still got the best strategy in place. Second, your wishes may also change over time. Family relationships can change over time, and so can your intentions. You may want to review your beneficiaries and make updates. Third, maybe your circumstances have changed and warrant a review. Have you moved from one state to another? Do you have some new healthcare concerns that might require some estate plan updates? If you’ve already got an estate plan in place, consider the benefits of a professional checkup to ensure that it will still fulfill your wishes and pass along as much wealth as possible to your beneficiaries.

Create a comprehensive estate plan.

Now is the perfect time to begin the estate planning process if you don’t yet have your estate plan in place. With a comprehensive estate plan, you’ll have the peace of mind that comes with knowing your assets will be protected and managed according to your wishes if you become incapacitated or pass away. Further, if you’re incapacitated, you can rest assured that your healthcare decisions will be taken care of in the way that you’ve directed when your estate plan includes a living will and a healthcare power of attorney. If you have young children, your estate plan appoints their guardians and provides for their financial security should the need arise. Having an estate plan in place benefits both you and your loved ones.

Ring in 2023 with an important resolution. Consider giving yourself and your loved ones the peace of mind that comes with having a comprehensive estate plan in place.

Work with an experienced Florida Estate Planning Attorney
We’d be happy to work with you to develop a strategic and comprehensive estate plan or provide a professional checkup of your existing estate plan. Call our office at 321-804-2915 or fill out our contact form and we will be in touch to schedule a meeting.