The new year is all about fresh starts, right? So why not make estate planning one of your resolutions? At Norton Estate Planning & Elder Law Firm, we’re here to help you protect your family, preserve your legacy, and start the year feeling like you’ve got it all together (even if you don’t).
When Sheila came to me last January, she’d just lost her dad and was struggling with the chaos of settling his estate. It was a wake-up call. She realized she didn’t want her kids to go through the same thing, so she came to me to get her own plan in place.
How to Make Estate Planning Part of Your New Year’s Goals:
- Reflect on the Big Stuff
Did you have any major life changes last year? Got married? Had a baby? Hit a big career milestone? These moments are a great reason to create or update your estate plan. Sheila updated her plan to include her growing family and a new charitable fund in her dad’s honor. - Set Goals That Matter
Estate planning isn’t just about money. It’s about making an impact. Think about what you want your legacy to be—whether that’s helping a cause, supporting your family, or making sure your family recipe gets passed down. - Schedule Regular Check-Ins
Life doesn’t stand still, and neither should your estate plan. By scheduling an annual review, you can make sure your plan keeps up with your goals and your family’s needs. - Enjoy the Peace of Mind
Sheila told me that finishing her estate plan felt like “getting my life together on a whole new level.” Trust me, that’s a feeling worth chasing.
This year, let’s make estate planning a priority. Request a free consultation and let me help you create a plan that’s as bold and brilliant as you are.
