New Year's Review
I have yet to meet a person who doesn't like the holiday season. No matter what your creed or religion, the holidays are usually good for at least a few days off of work and gorging ourselves on family, food, and football. But now it's the new year. The family has (thankfully?) gone home, the china has (carefully) been put away, and most of us are facing the prospect of returning to work and actually having to, you know, do stuff.
Of course, with the new year also comes New Year's resolutions, so if you're looking for ideas, or are just looking for a more managable resolution after that gym membership didn't . . . workout (sorry), the new year is the perfect time to sit down and review your estate plan, or even start an estate plan if you don't have one (hint, hint). It's fast, easy to keep, and can help provide you with continued peace of mind that your future is well organized and safe.
At Winchester Law, we typically recommend that clients review their estate plans at least once every five years. But reviewing it more often can't hurt, particularly if you've gone through one or more major life changes. If you sit down and think about it, you might be surprised to realize just how many things happened.
For example, in the last year I quit my old job. started this firm, helped my Mom sell a house, and saw my Uncle move back to Wisconsin. In other words, it was a busy year. Maybe you don't have quite that much going on, but if you take the time to reflect back, more probably happened that you think, and that's always a good reason to think about estate planning.
On a final note, you aren't the only one who made a new year's resolution. In an effort to better communicate with our clients, Winchester Law now has a Twitter account! Follow us at @winchesterlaw to make sure you stay up to date on the latest estate planning news!