Maybe you’ve just welcomed a new child, or maybe your family has grown in other ways, with new marriages or even grandchildren. Or, perhaps you’re thinking about starting fresh next year and want the peace of mind that your legacy is secure.
For those who have estate plans in place, now is the time to review and make sure it’s up-to-date. For those who haven't started yet, this is a perfect opportunity to take that first step. At Kairos Law Group, we understand estate planning is personal, and we’re here to make the process easy and meaningful—no matter where you’re starting from.
In this post, we’ll walk you through a simple, practical year-end estate planning checklist to help you feel confident heading into the new year.
Review and Update Your Will and Trusts
Your will and trusts are the foundation of any estate plan. If it’s been a while since you last reviewed them, this is your moment. Have there been major changes in your family, like marriages, divorces, births, or losses? Make sure your current wishes and life changes are reflected in these essential documents. If you’re just beginning your estate planning, we can guide you in setting up a will or trust that reflects your vision for your legacy.
Evaluate Your Power of Attorney and Healthcare Directives
Next, check your power of attorney and healthcare directives. Life changes, and so can your preferences or the people you trust to make decisions on your behalf. Whether you’re fine-tuning existing documents or creating them for the first time, these directives ensure that if you’re ever unable to make your own decisions, the right person is in charge. We’ll help you select someone trustworthy and capable to handle financial or medical matters in line with your wishes.
Consider Tax Planning Strategies
Tax planning is more than numbers—it’s about preserving your legacy. Year-end is an ideal time to review your options, including charitable donations, gifting, or setting up trusts to reduce tax burdens. If you're new to estate planning, our attorneys can explain these options and suggest a strategy to help protect what you’ve worked so hard to build.
Review Beneficiary Designations
It’s easy to forget about beneficiary designations on retirement accounts, life insurance, or other financial assets, but they’re just as important as your will. These accounts often bypass your estate plan, so it’s crucial to keep them updated. Whether you’re reviewing designations or choosing beneficiaries for the first time, we’ll ensure everything aligns with your overall plan, so there’s no confusion later on.
What Makes Kairos Law Group Different?
At Kairos Law Group, we offer a client-centered approach that makes estate planning clear, affordable, and accessible. With transparent pricing, flexible scheduling, and tailored solutions, we focus on providing expert estate planning that reflects your unique needs. Unlike many firms, we specialize exclusively in estate planning, simplifying the process with clear communication and empowering you with knowledge at every step.
Reach Out Now to Start the Next Year With a Current, Secure Plan
Contact Kairos Law Group today to schedule a consultation and take the first step towards a secure future for you and your loved ones. Start the new year with peace of mind, knowing that your estate plan is in trusted hands.
