Make Estate Planning Part of Your New Year’s Resolution
We’re already three months into the year, are your New Year’s resolutions still going strong, or have they taken a backseat?
A new year is always a good time to reflect on your personal habits, behaviors, and circumstances, and set goals/resolutions for you to accomplish over the next 12 months. Many of us focus on our physical health – we sign up for gym memberships, try the latest diet fad, or strive to make healthier lifestyle choices. Some of us look to improve our finances, set goals to travel more, or even buy that car you’ve been dreaming of owning.
While these are all exciting prospects, we encourage you to consider one additional resolution in 2025 that you can accomplish quickly and simply: setting up an Estate Plan!
What if you already have a Will? Chances are, it needs to be revised! There have been many substantial changes to Maryland’s Trusts and Estates law over the past year alone – it is very likely that your documents need updating, even if they have been completed recently.
Planning for the future may not be as exciting as losing weight or saving up for a new car, but it is undeniably one of the most responsible and caring actions you can take for yourself and your loved ones. Making Estate Planning a part of your New Year’s resolution is a proactive step towards ensuring financial security and peace of mind.
Recent surveys show that the majority of New Year’s resolutions only last about 3 months – people tend to lose steam, revert back to their old habits, and eventually set the same goals the following January. Instead, why not accomplish something that takes less than a month, and provides peace of mind and protects your family in the event of your death or mental incapacity for years to come?
We can have you secured with solid Estate Planning documents in just a few weeks. If you decide to set up a Revocable Living Trust, your retitling can be accomplished before spring flowers blossom. What a great way to start your year!
What does a typical Estate Plan include?
- Advance Medical Directive;
- Financial Power of Attorney;
- Last Will and Testament; and, for many of our clients,
- Revocable Living Trust with instructions for retitling your assets to avoid Probate.
Take the first step to protect your money and loved ones by calling us at 301-696-0567 or self-schedule online at lenaclarklegal.com. We make Estate Planning & Probate easy!
Sign up for our monthly newsletter: https://bit.ly/LOLACnewsletter
