The Ultimate Form of Self Care
January rolls in and many of us talk about working out, eating better, or getting more organized. All good goals. Still, there’s one reset that often gets pushed aside. Taking time to review your estate plan.
While we focus on improving our day to day life at the start of the year, estate planning helps protect the life you already built. It brings calm, clarity, and fewer worries for the people you love.
As we move into 2026, rules around taxes and exemptions continue to change. A simple review now can help avoid stress later. That alone can make this one of the most meaningful items on your list.
Why This Belongs on Your Yearly Checklist
A Plan Is Not One and Done
An estate plan should grow and change as your life changes. Old documents can fall out of step with your current wishes.
When Old Paperwork Causes Trouble
Outdated plans can create confusion. We often see documents that still name an ex spouse or someone who has passed away. That can leave families sorting out issues during an already hard time.
A Florida Note
Florida has clear rules for how wills must be signed and witnessed. A will created years ago, or done on your own, may not hold up in a Florida court.
The Big Four Life Changes to Watch
Relationships
- Marriage or remarriage
- Divorce and removing an ex
- Planning for blended families
Growing Families
- Birth or adoption of children or grandchildren
- Naming a guardian for minor children, often the most important step of all
Assets
- Buying a new home
- Florida homestead rules matter more than many people realize
- Receiving an inheritance
Health
- New diagnoses in the family
- Updating healthcare documents or planning for special needs
Who’s Driving the Bus?
Key Roles to Review
- Personal Representatives and trustees. Are they still the right people today?
- Guardians. The best choice years ago may not fit now.
- Healthcare surrogates. In Florida, this role affects medical decisions and privacy. Choose someone you fully trust.
Start Small With the One Document Rule
Legal planning can feel heavy. Start with one simple step.
- Find your current will
- Check beneficiaries on life insurance or retirement accounts
You do not need every answer today. You just need to start the conversation.
Ready to Check This Off Your List?
Whether you want a full estate plan or a review of what you already have, we’re here to help with clarity and care. Let’s make this the year you feel prepared and at ease. Reach out to us and let us help you understand your next steps. Call us today at 772-223-5454. You don’t have to handle this alone; we’re ready to help you move forward.
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