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Is one of your New Year’s Resolutions to get your estate plan done?

Many of us in the San Diego area start the New Year by resolving to lose weight, quit smoking, or spend more time with family. The top New Years’s Resolutions are:

• Stop smoking or drinking • Increase physical fitness
• Lose weight • Reduce stress at home or on the job • Spend more time with family/enjoy life more • Get out of debt or save more for the future
A good guide to following through with your New Year’s resolutions comes from Selfhelp Magazine which outlines the 10 keys to achieving results. The author stresses such things as making your resolutions realistic, setting a timetable for your goals, and not giving up.

While you are working on these resolutions, add a resolution to get your finances and your estate plan in order. A Disney family parenting magazine has 9 steps to get off on the right financial foot in the New Year, including creating or updating your estate plan and updating your beneficiary designations of retirement accounts, life insurance policies, annuities, etc. You should also make sure all your assets that should be in your trust are in fact properly titled.

At Law Office of Scott C. Soady, A Professional Corporation we can help you achieve your resolution to create or update your estate plan. Call or us or e mail us to set up a complimentary appointment to create or update your will, trust, or beneficiary designations.

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