Start the New Year Right: Key Estate Planning Steps You Shouldn’t Miss
A new year brings fresh opportunities to secure your future and protect your family. Estate planning is one of the most meaningful ways to ensure your loved ones are cared for and your wishes are honored.
As we step into 2025, here are the essential estate planning steps you should prioritize this year:
1. Update Your Estate Plan
Life doesn’t stand still, and neither should your estate plan. Significant life changes—such as marriage, welcoming a new child, buying property, or even a significant career shift—may require adjustments to your plan. Start the year by reviewing your documents to ensure they reflect your current goals and circumstances.
2. Fund Your Trust
If you’ve created a trust, make sure it’s adequately funded. Transferring assets into your trust is critical to avoid probate and ensure your loved ones benefit from the protections you’ve established. It’s a simple but often overlooked step that can save your family time and stress in the future.
3. Choose (or Reevaluate) Your Executor
An executor is the person responsible for carrying out your wishes. Whether choosing someone for the first time or reevaluating your current choice, ensure your executor is trustworthy, capable, and ready to take on the responsibility. The right person can make all the difference in avoiding unnecessary delays and disputes.
Take Action This Year
The start of a new year is the perfect time to tackle important tasks like estate planning. At Russo Law Offices, we specialize in making the process straightforward and stress-free. Whether you’re creating an estate plan for the first time or need to update an existing one, our experienced team guides you every step of the way.
Don’t Wait—Schedule Your Call Today!
Let 2025 be the year you take control of your future. Contact Russo Law Offices to schedule a consultation and learn how we can help you create or refine an estate plan that protects your family and your legacy.
Start the new year with peace of mind and a trustworthy plan.
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💡 Get Started Today: Download our FREE Guide to Writing a Will to learn more about your options and get started with confidence.
*The information provided in this blog post is intended for general informational purposes only and should not be construed as legal advice. Each individual's situation is unique, and the laws regarding estate planning can vary by jurisdiction. It is essential to consult with a qualified estate planning attorney to discuss your specific circumstances and to receive personalized legal advice. Russo Law Offices is not responsible for any actions taken based on the information contained in this post.