When Chris and Dana created their first estate plan 20 years ago, they felt a sense of relief. They’d written a will, named guardians for their kids, and even created a basic trust. But over the years, they rarely thought about it again.
Fast-forward to last year: Chris passed away unexpectedly, and Dana realized their outdated estate plan created more problems than solutions. The trust didn’t include their second home, their healthcare directives were outdated, and their adult children weren’t properly listed as beneficiaries. What should have been a smooth process turned into a stressful one, with legal challenges, probate costs, and delays.
This is why keeping your estate plan updated is one of the most important resolutions you can make this year. Here are five ways to start 2025 on the right foot:
- Update Beneficiaries: Life changes—so should your plan. Make sure your accounts reflect current family dynamics.
- Review Wills and Trusts: Are your assets protected? Have you included recent property purchases? Keep your plan relevant.
- Organize Key Documents: From insurance policies to healthcare directives, ensure everything is accessible for your family.
- Plan for Long-Term Care: Protect your assets from being drained by medical expenses with Medicaid planning strategies.
- Work with an Experienced Attorney: Estate planning isn’t a DIY project. Kari Voorhees brings years of expertise and a personalized approach to every client.
At Voorhees Law Group, we don’t just create documents—we create peace of mind. Request a Consultation today and make this the year you secure your future.