Is Your Estate Plan Ready for the New Year?
Jan. 5, 2026
As we step into a new year, it’s the perfect time to review the plans we have in place to protect our families. Estate planning is more than just documents; it's a lasting gift to your loved ones, ensuring they are cared for according to your wishes. This year, taking a fresh look at your will, trust, and beneficiary designations is one of the most important steps you can take to secure your family's future.
Key Areas to Review in 2026
Life changes quickly, and your estate plan should evolve with it. Have you welcomed a new child, gotten married, or experienced other significant life events? These milestones are crucial triggers for updating your documents. It’s also wise to review your designated guardians for minor children. Are they still the right people for the job, and have you discussed this important role with them? Ensuring these details are current provides immense peace of mind.
Don't Forget Your Beneficiaries
One of the most common and costly mistakes is having outdated beneficiary designations on accounts like life insurance policies, retirement plans, and investment accounts. These designations often override what’s written in your will or trust. Take a few minutes to log into your accounts and confirm that your listed beneficiaries reflect your current wishes. This simple check can prevent unintended consequences and ensure your assets go to the right people.
Planning for Your Children's Future
For parents, estate planning is a powerful act of love. Beyond designating a guardian, you can use a trust to manage your children's inheritance. This allows you to specify when and how they receive assets, protecting them from mismanagement while providing for their education, health, and well-being long into the future. It’s a way to guide them even when you can't be there.
If you haven't reviewed your estate plan in the last year or two, now is the time. A quick review can confirm your plan is on track, or it can highlight areas that need an update.
Ready to ensure your family is protected? Let's connect to review your current plan and make any necessary adjustments for the year ahead.
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Remember—planning ahead isn’t just about protecting “stuff.” It’s about protecting your people. Don’t wait. Start today!
Your kids, your home, your legacy—don’t leave them to chance. Make a plan that gives you peace of mind and protects the future you’ve worked so hard to build.
PARENTING TIP:
"Someone is sitting in the shade today because someone planted a tree a long time ago."
— Warren Buffett