🎉 A New Year, A Smarter Resolution
As we kick off a new year, many of us set goals—eat better 🥗, save more 💰, get organized 📋. But here’s one resolution that rarely makes the list (and really should): reviewing your estate plan 📑.
If it’s been a few years since you last looked at your will, trust, or power of attorney documents, now is the perfect time to ensure everything still aligns with your current life, family, and future priorities.
🔄 Big Life Events = Time for a Plan Checkup
Life moves quickly ⏳. Marriages 💍, divorces, births 👶, deaths, and other significant changes can impact who you want to include—or exclude—in your estate plan. Even without a major event, your financial picture or family dynamics may look different today than they did just a few years ago.
A review ensures your plan reflects your life today, not the version of you from five or ten years ago.
👥 Beneficiaries and Decision-Makers: Are Yours Still the Right Fit?
One of the most common oversights we see is outdated beneficiaries on life insurance policies, retirement accounts, and financial tools that bypass your will altogether. Another is forgetting to update the people you’ve appointed to act on your behalf—like your executor, trustee, or power of attorney ⚖️.
Ask yourself:
❓ Are the people you’ve named still in your life?
❓ Are they still capable—or willing—to take on the responsibility?
🌱 New Goals? Your Plan Should Evolve With You
A new year often brings a renewed focus on what matters most—whether that’s supporting a charity you care about ❤️, creating educational opportunities for grandchildren 🎓, or protecting a loved one with special needs 🤍.
Updating your estate plan gives you the opportunity to align your legacy with your values and priorities today—not yesterday.
📜 Don’t Let the Law Outgrow Your Documents
Tax codes and estate planning laws don’t stay the same forever ⚠️. What worked a few years ago may no longer provide the protection or efficiency you intended. Regular updates help you stay compliant with current regulations and take advantage of strategies that benefit both you and your heirs.
🕊️ Start the Year Off Right—with Peace of Mind
Refreshing your estate plan doesn’t just check a legal box—it ensures your assets, values, and loved ones are protected 🛡️. It’s a powerful step toward peace of mind, and it’s easier than you might think.
At Coultis Law, we make the review process clear, supportive, and tailored to your unique needs 🤝. Whether it’s been a few years—or a few decades—since you last looked at your plan, now is the time to get everything in order.
✨ Let’s make this the year you take care of what matters most. Contact us today to schedule your estate plan review.