Forbes reports that only 8% of Americans manage to maintain their resolutions for the full year. Most of us ditch them in just a few weeks! Maybe we’re aiming too high.
Here’s an idea for an easier-to-keep resolution… one that’ll pay real dividends in the future. Plan your estate!
As I’ve written about in the past, the majority of Americans agree that they need an estate plan; they just prefer to procrastinate as long as possible. Procrastination is a very anti-New Year’s state of mind, though, so I think this month represents a golden opportunity to finally cross estate planning off your eternal to-do list!
Here’s an easy-to-follow plan:
- If you don’t have any kind of an estate plan, call my office today and let’s have a friendly chat. It’s that simple. I can handle all the hard work for you.
- If you already have an estate plan but haven’t updated it in the last few years, seize the opportunity to do so now. Estate plans are never truly finalized — you need to incorporate all the latest changes in your family, as well as recent evolutions in technology and the law.
- If you have all the basic documents in place and they’re fairly up to date, set your sights on long-term care planning. That might be the best thing you ever do for your family. Americans are living longer, and more of us than ever will require long-term care. Unfortunately, it’s very expensive. Advance planning empowers you to provide for your future with a manageable and affordable approach in the meantime.
Let’s make 2016 your “I finally did it” year. My office can help with any of these resolutions and plenty of others, so let’s make the most of January while it’s still here. Give me a call today.