Alright, it’s the holiday season! Gifts, parties, travel—it all adds up fast. Americans are dropping more than $800 just on presents this year, but before you blow your entire budget on that fancy gadget for your cousin, let’s talk about something equally important: your estate plan. Yeah, you heard me.
1. Balance the Fun and the Future
We all love to spoil our loved ones but don’t forget the long game. Holiday spending is fun, but keeping your future secure? That’s priceless. Let’s make sure your estate plan and holiday spending can coexist without either one going off the rails.
2. Give the Gift of… Security?
Want to impress the fam? Give them the ultimate gift: financial security. By updating your estate plan, you’re making sure your loved ones are taken care of no matter what. (Spoiler: It’s way better than socks.)
3. Charitable Giving, Anyone?
Feeling extra generous? Consider how your charitable donations fit into your estate plan. Trusts and donor-advised funds can help you spread the holiday cheer while keeping Uncle Sam happy with those tax benefits.
4. Review, Rinse, Repeat
Just like holiday traditions, reviewing your estate plan should be an annual thing. Check it out, make adjustments, and keep your future as fresh as a newly baked pie.
Ready to balance holiday fun with future planning? Request a free consultation to get your estate plan in shape.
