Dear Clients and Friends,
Every year during the third week of October, the nation recognizes National Estate Planning Awareness Week — a timely reminder of the importance of preparing for the future and protecting your loved ones.
Created in 2008 by the U.S. House of Representatives, National Estate Planning Week aims to raise awareness about estate planning and encourage individuals and families of all backgrounds to take proactive steps in managing their affairs.
Estate Planning: It’s for Everyone
Contrary to popular belief, estate planning isn’t only for the wealthy or retired. If you own a home, have children, manage savings or investments, or want a say in your healthcare decisions, an estate plan is essential.
Unfortunately, many Americans still don’t have a will or updated estate plan in place. When that happens, state laws — not personal wishes — determine how assets are distributed. That can lead to confusion, conflict, and unnecessary expense for your family.
The Real Benefits of Estate Planning
Taking time to create or update your estate plan offers far-reaching benefits:
Peace of Mind: Know your wishes are clear and legally documented.
Family Harmony: Avoid disputes and make transitions smoother for your loved ones.
Control Over Decisions: Choose who will manage your finances and healthcare if you can’t.
Charitable Legacy: Leave a lasting impact by including causes you care about.
How to Make the Most of Estate Planning Awareness Week
This week is a great opportunity to pause and reflect on your goals.
Consider taking these steps
:
Review or create your will, trust, and power of attorney.
Discuss your wishes with your family to ensure everyone is on the same page.
Meet with an estate planning professional to ensure your plan reflects your current life and priorities.
Whether you’re just getting started or updating an existing plan, National Estate Planning week is your invitation to take action. It may be a good conversation starter that helps you bring up the topic of future planning with parents and loved ones. Estate planning isn’t just about documents — it’s about protecting the people and values that matter most.
At Amaral & Associates, P.C., our team is dedicated to helping you navigate the estate planning process with confidence. Reach out today to the Family Law and Estate Planning Center at (617)539-1010 ext. 111 to schedule a consultation and make National Estate Planning Awareness Week a moment to pause and reflect on how to make the best plans to take care of your loved ones. |
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