This time of year is often filled with joy and beauty. It can also be sad, especially as we navigate difficult moments and remember loved ones who are no longer with us.
My family and I recently lost a neighbor as well as a family member. The loss has been deeply sad and has prompted me to reflect on what truly matters. It also nudged me to address some important planning I had been putting off—most notably, updating our estate plan.
One critical step in updating our plan is making sure a few trusted people know what our plan is and where to find everything. We will be creating an estate plan organizer to consolidate key information: assets and debts, passwords and important documents, and contacts like a financial advisor or CPA. Having this in place can make a difficult time a little easier for those you care about.
I know this isn’t an easy topic to think about—especially during the holidays—but it’s an important one. Is there something you’ve been putting off that deserves your attention?