Make This the Year for Estate Planning
A Resolution for 2021
The start of a new year means a fresh slate. For many people, the new year begins with a list of goals—things we want to accomplish that improve our lives and the lives of others. One important task to add to this list: updating or creating your estate plan.
Why It’s Important
An estate plan allows you to plan for the future. You can create the legacy you want to leave, ensuring your family is protected well into the future. Without these documents, the laws of your state will determine how your assets are divided after your lifetime. This may leave out people and organizations that are important to you.
How to Get Started
There are many ways to start planning for the future. The first step is finding the team you need to be successful. A financial advisor and estate planning attorney can help you create a plan that meets your needs and goals.
Time for an Update?
If you have already created your estate plan, take time this year to make sure it is current, especially if you have experienced life events such as:
- A change in marital status for you or someone in your family
- A new child
- The loss of a loved one
- A move to a new state
- The desire to make an impact at organizations like Overlook Foundation in the future
Make the foundation Part of Your Legacy
When you include a gift to Overlook Foundation in your estate plan, you ensure your support for our work continues into the future. Contact Kenneth D. Cole at email@example.com or (908) 522-2181 to learn more.