ESTATE PLANNING RESOLUTIONS FOR THE NEW YEAR
The new year is in full swing, but it’s never too late to set New Year’s resolutions. Estate planning always leaves room for improvement. Consider building up your plan by adding the following resolutions to your list for 2019.
1. UPDATE YOUR CURRENT ESTATE PLAN
The new year is the perfect time to update and review your estate plan. To start, sit down and consider any big life changes that happened in the last year. Have you gotten married or divorced? Had children or a growth in assets? Has someone listed in your estate plan died? These are all important questions to ask so necessary updates can be made.
3. COMMUNICATE WITH LOVED ONES
It’s one thing to create estate planning documents. It’s another to talk to your loved ones about them. Death and finances are difficult topics to broach. Both happen to make up large components of the estate planning process. Open and honest communication with family members is important, however. Talking through your decision-making process can prevent conflicts down the road when you’re gone. Communicating with loved ones also helps convey your expectations for passing assets down and can help you work through estate planning issues now.
2. ADD TO YOUR DOCUMENTS
Legacy planning was a buzzword in the estate planning industry in 2018 and for good reason. Many people want to have a lasting impact on their family. Legacy planning enables them to do just that so that future generations remember what mattered to those who’ve passed away. Adding documents, such as an ethical will, to your estate plan is an easy way to integrate legacy planning into estate planning.
WHAT OUR CLIENTS ARE SAYING
At Boyum Law, we always appreciate hearing from those we’ve had the pleasure of representing. Reading reviews like the ones below lets us know our down-to-earth, personable approach is not only appreciated but makes a difference. We strive to continue to be worthy of such high praise. Thank you, Leslie and Mike, for sharing your thoughts! “My husband and I recently went to Brad Boyum to have our will drawn up. He educated us, walked us through several scenarios and then talked to us about making a will versus setting up a trust. He brought up things we hadn’t thought of and was very thorough. We appreciated his knowledge and professionalism. If you are in need of information about a will, a trust, a living will or elder care, I highly recommend Boyum Law!”
–Leslie Pforr Regan
“Brad did a great job for my wife and me on our wills and trusts. My wife and I are both attorneys, and Brad is our go-to for estate planning, not only for us but those we recommend our clients to.”
–Mike Dyer, attorney at law
If you’d like to share your experience with our firm, please feel free to leave us a review on Facebook or Google.
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