December Newsletter: Celebrate the Holidays with an Estate Plan
December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From navigating caregiving roles to starting the new year with intention, we’re here to help you give the gift of peace of mind to yourself and your loved ones this season.
It Is Time to Make Your Estate Planning List and Check It Twice
The holiday season is upon us, and it’s an excellent time of year to reflect on your legacy and make sure your estate planning is in order. Like Santa checking his list, estate planning allows you to thoughtfully decide who receives what and when. Whether revising an existing plan or starting from scratch, key questions include:
- Who are your beneficiaries? Think beyond family—consider friends, charities, or even trusts for pets.
- What will they receive? Decide between equal or equitable distribution and address potential conflict that could arise.
- When should they inherit? Consider tools like trusts to stagger distributions or align them with milestones, avoiding probate complications.
An up-to-date estate plan is a gift to yourself and your family as it carries out your wishes and spares the fam from unnecessary stress. It’s a thoughtful way to bring peace of mind to you and your loved ones this holiday season.
It Is Okay to Ask for Help
The holiday season reminds us of the importance of preparation, but some challenges can still catch us off guard—like taking on new caregiving or estate planning responsibilities. Whether stepping into a role as a caregiver, executor, or trustee, you may feel unprepared despite your willingness to help. Fortunately, help is available. Professionals like accountants, financial advisors, home healthcare providers, and estate planning attorneys—like us—will provide valuable guidance. No one should face these challenges alone.
New Year’s Eve Trivia and Fun Facts
Our holiday newsletter wraps up with some trivia questions and fun facts you can use to reflect and connect. This section also reminds us that the New Year provides a good opportunity to update estate planning documentation with any marriages, divorces, or new children. Remember, resolutions are about living with intention, and establishing an estate plan is an excellent way to put that intention into action. Make 2025 the year you start taking your plan more seriously. Contact our office to schedule a meeting.
Read December’s newsletter in full: Celebrate the Holidays with an Estate Plan.