05/06/2026
May is Older Americans Month, and in honor of the month, we wanted to share a couple of key proactive steps you can take to ensure your estate plan meets your needs and protects your family. Here are some key actions you can take today:
🔹 Organize important documents - Your estate plan is only effective if the right people can access it. Make sure documents like wills, trusts, insurance policies, account statements, property records, and beneficiary designations are easily accessible to trusted family members. Include written passwords and other important papers as well.
🔹 Inventory your assets - Take stock of your financial, physical, and digital property, and cross-reference it with your estate plan to ensure nothing has been left out. If you've recently acquired an asset you'd like to include, or notice something missing, let's discuss it.
🔹 Plan memorial or final arrangements - While difficult, this is a crucial step. Determine where you'll be laid to rest, document specific requests for final arrangements, and consider pre-paying for services. This helps ease the burden on loved ones and ensures your final wishes are respected.
Taking these steps can help bring you and your family clarity, confidence, and peace of mind. If you have questions about your estate plan, feel free to reach out. We are here to help.
