As we usher in the New Year, it is a time of new beginnings and setting goals that improve our lives. Amid your resolutions for health, fitness, and personal growth, it is equally important to consider the well-being and security of your estate. Although Florida estate planning might not be the first thing that comes to mind when you think of New Year’s resolutions, it is undoubtedly one of the most critical steps you can take to ensure the protection of your assets, your person, your business, and the well-being of your loved ones.
Whether you are starting from scratch or updating your existing Florida plans, the New Year is an ideal time to reflect on your life’s changes and how they impact your future wishes and goals. From creating a revocable trust for flexibility and avoiding probate to ensuring your health care decision maker choice is up-to-date, these resolutions can help safeguard your legacy and provide peace of mind.
We know you may have questions on just where to start when it comes to your Florida estate planning. Let us share three key estate planning resolutions that can set the foundation for a prosperous and secure future for you, and what you care about most.
If you already have a Florida estate plan, now is the time to review it with an experienced Florida estate planning attorney to ensure it reflects your current wishes and goals for your legacy. Significant changes like marriage, divorce, the birth of a child, or acquiring significant assets not only warrant an update to your Florida estate plan but a discussion with your experienced Florida estate planning attorney on what your next steps should, and could, be.
The New Year is a perfect time to set important resolutions for your Florida estate planning. By planning forward you can ensure that your wishes are respected, and your loved ones are protected. Do not let another year pass without securing your legacy.
We know this article may raise more questions than it answers. Our estate planning law firm takes a very different approach from what you might have come to expect. Our goal is to create lifelong relationships with each of our clients, to guide and manage your legacy for the rest of your life. Please contact our offices in Stuart and in Palm City to learn more.