Start the Year with a Plan That Protects Your Family
A new year brings a chance to reset priorities and plan ahead. Many people focus on health or finances, but estate planning often gets overlooked. Creating or updating an estate plan helps you protect your family, clarify your wishes, and move forward with confidence.
At Monteleon Law, we help individuals and families create clear, practical plans for the future.
Estate Planning Is for More Than Just the Wealthy
Many people believe estate planning only applies to older adults or those with significant assets. In reality, anyone who owns property, has children, or wants control over personal and financial decisions can benefit from an estate plan.
Without a plan, state law—not you—determines how assets pass to loved ones. Courts may also decide who manages your affairs or cares for your children. Planning ahead allows you to make these choices yourself.
Why Now Is the Right Time
The start of a new year offers a natural moment to review important documents. Life changes often happen gradually, which makes them easy to miss.
Consider whether you experienced any of the following:
- Marriage or divorce
- A new child or grandchild
- The purchase or sale of property
- Changes in health or finances
Any of these events may require updates to your estate plan. Reviewing your documents regularly helps ensure they still match your goals.
Essential Documents to Include in Your Estate Plan
Every estate plan should reflect your unique situation, but many plans include the following tools:
A Will
A will explains how you want your property distributed and who should care for minor children.
A Trust
A trust can help families avoid probate, maintain privacy, and manage assets over time.
Power of Attorney
This document allows someone you trust to handle financial matters if you cannot.
Advance Healthcare Directive
An advance directive explains your medical wishes and names someone to speak for you if needed.
Together, these documents create a strong foundation for your plan.
Estate Planning Shows Care for the People You Love
Some people avoid estate planning because it feels uncomfortable. In reality, planning ahead makes life easier for the people you care about most.
A clear estate plan:
- Reduces stress and confusion
- Helps avoid disputes
- Saves time and legal costs
Planning today gives your family clarity tomorrow.
Make Estate Planning a Priority This Year
If protecting your family and staying organized matter to you, estate planning deserves a place on your to-do list. Starting now helps you feel prepared and confident about the future.
Monteleon Law works closely with clients to create estate plans that are simple, effective, and tailored to their needs. Whether you are creating your first plan or updating an existing one, our team is here to help.
Make this the year you check estate planning off your list. Contact us today to schedule a consultation and start building an estate plan that protects what matters most and reflects your values.
For more information on estate planning and elder law, visit our Resources page to explore previous blog articles, newsletters, and our informative webinar series.
