Your Estate Planning New Year’s Resolution Checklist

The first step in estate planning is to figure out what your goals are. Do you want to make sure that your loved ones are taken care of after you're gone? Are you looking to save on taxes? Or do you just want to make sure that everything is organized and will be handled the way you want it to be? Once you figure out your goals, you can start to put together a plan that will help you achieve them.

If you don’t have a will or living trust, it is important that you get one. A will and/or living trust will help ensure your wishes are carried out the way you want them to be when planning for the New Year and beyond. At Zaremba Center for Estate Planning & Elder Law, we offer estate planning services that will help you create a will or living trust that fits your needs. We can also help you update an existing will or living trust to ensure it still meets your needs.

It is important to know what you own and owe so that you can make the best decisions for your estate. This will help you figure out who will inherit your assets and how much money they will receive. You will also need to know what liabilities you have so that you can account for them in your estate plan.

Meeting with a Williamsburg estate planning lawyer is a great way to start your resolutions for the New Year. An experienced estate planning and elder law attorney from Zaremba Center for Estate Planning & Elder Law can help you figure out what steps you need to take to meet your estate planning goals and will be able to answer any questions you may have.