Estate planning is about more than money—it’s about creating a legacy that reflects your values and priorities. As we enter the new year, it’s the perfect time to ask: Does your estate plan still represent the legacy you want to leave behind?
Take Jack and Mary. When their kids were young, their primary goal was to ensure financial security for their family. They created an estate plan in 1995 that focused on guardianship and basic asset distribution. Fast forward 30 years: their children are grown, they have grandchildren, and Jack and Mary are passionate about supporting their community through philanthropy. But their plan hadn’t been updated in decades, leaving out these new priorities.
Your goals evolve as your life changes. Maybe you’ve welcomed new family members, started a business, or decided to support a cause close to your heart. A thoughtful estate plan should reflect these changes and ensure your legacy aligns with your current values.
Here are some steps to get started:
- Reflect on What Matters Most: What do you want your family to remember about you? What values or causes do you want to support?
- Review Your Current Plan: Does it account for recent life changes? Are there opportunities to minimize taxes or support your goals more effectively?
- Take Action: Work with an experienced attorney to make updates and ensure your plan is aligned with your vision.
Estate planning isn’t just about the here and now—it’s about creating a legacy that lasts. Make 2025 the year you take control of your future.
Request a Consultation to create a plan that reflects your values.