It’s the turn of the New Year and we’re all thinking about what we want to leave behind and what we want to build into our life in the New Year.
If you think about it, who are we if we’re not trying to grow and improve as people? To treat our families better, to strengthen our personal relationships and professional lives? To make things easier for our loved ones?
You’ve probably got a vision for where you want your life to go in 2020. Do you also have a vision for what you want to accomplish in the bigger picture? How will you take care of yourself in older ages? How will you protect your loved ones when you’re no longer around? Just like you aim to have a good 2020, you can have a good estate plan, too.
From reviewing beneficiary designations to looking at your current retirement savings to setting up trusts and life insurance policies, there’s a lot to do, but you can accomplish it one day at a time.
If you’re stuck on how to get started with the estate planning process, know that you don’t have to do it alone.
Making a plan that I check regularly and keep updated with the needs of my family.
What’s your lineage?