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Legal and financial resolutions for the new year

On Behalf of | Jan 7, 2023 | Estate Planning |

The start of a new year is a good time for one to identify areas where improvements or changes are needed. Resolutions can involve health, personal habits, professional life and more, but they can also involve estate planning. This is a time when a Florida adult can look at his or her current legal and financial plans, seeking to make improvements or changes where necessary. This can ensure that one has the protection he or she needs for the future.

Important estate planning steps to take

Each person has individual and unique estate planning goals that depend on factors such as the size of the estate, income, goals for future heirs and much more. A careful review of current plans or long-term objectives can reveal what steps are necessary. Important estate planning resolutions may include:

  • Planning for possible future disability
  • Planning for the care of adult children with special needs
  • Protecting personal assets and those left for heirs
  • Updating beneficiary designations on certain accounts
  • Establishment of a trust or reviewing trust assets

These steps and others may provide one with the security and peace of mind that comes from knowing current and future interests are secure.

Where to start?

Estate planning can be a difficult and complex process, regardless of whether one is creating a new plan or adjusting existing plans. It is helpful to work with an experienced attorney to understand the most appropriate and effective way forward. This time of the year is a good opportunity to consider needs and plan for the future.


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