New Year’s Resolution for 2025: Start Your Estate Plan with Confidence
As we step into 2025, it’s time to embrace resolutions that truly matter—ones that offer long-term benefits for you and your loved ones. Estate planning may feel overwhelming, but starting in the new year can be the perfect time to take charge. With the fresh start January offers, you can set the tone for a year of proactive decision-making and organization.
New Year’s Resolution for Peace of Mind
While health and financial goals are often at the top of the list, there’s one resolution that deserves your attention: creating or updating your estate plan. Here’s why tackling your estate plan now can lead to peace of mind for years to come:
Protect Your Loved Ones: An estate plan ensures that your family won’t have to navigate complicated legal or financial issues during difficult times. Taking this step now can prevent unnecessary stress later.
Avoid Procrastination: The new year is a natural time to tackle tasks that get pushed aside. Breaking estate planning into manageable steps can help you overcome the initial hesitation.
Gain Confidence and Clarity: Creating an estate plan involves understanding your assets, debts, and wishes. This process helps you feel more in control and confident about your future.
3-Step Easy Action Plan
Start with small, actionable steps like making a list of assets, designating a power of attorney, or scheduling a consultation with an estate planning attorney. Every effort you make now contributes to a more secure future. Here are some ideas for three estate planning resolutions you can make today:
Start Small: You don’t have to complete everything at once. Begin with a basic will or designate beneficiaries for key accounts. Each small step gets you closer to your goal.
Organize Your Information: Take stock of your assets, debts, and key documents. Knowing what you have makes the process much smoother.
Schedule a Consultation: Professional guidance can simplify decision-making and ensure your wishes are legally sound.
Remember, estate planning isn’t just about wealth—it’s about ensuring your wishes are honored and your loved ones are cared for. Make 2025 the year you prioritize peace of mind by getting your estate plan in place.
Ready to crush your New Year’s goals?
Contact me to schedule a Peace of Mind Planning Session and make this resolution a reality! A Peace of Mind Planning Session with Attorney Candice McPhillips is a 1-hour Zoom meeting where we will review your questionnaire, answer your questions, discuss your options, and review my unique flat fee packages! If we decide we’re a good fit to work together, we’ll take the next steps. And if not, that’s fine too! Book your Peace of Mind Planning Session HERE. Mention this blog and I’ll waive the $450 session fee!
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This article is not intended to provide legal advice or opinion and should not be relied on as such. Legal advice can only be provided to clients of McPhillips Law in response to a specific fact situation.
