By Attorney Erin L. Nunes, Esq., Managing Partner
A Lighthearted Holiday Reminder from Our Team
The holiday season is here—a time filled with family gatherings, festive traditions, and at least one spirited debate about whether “Die Hard” is truly a Christmas movie. Amid the celebrations, it’s also a surprisingly perfect moment to revisit something incredibly important: your estate plan.
While estate planning may not come with twinkling lights or peppermint-flavored anything, it does offer a gift your loved ones will appreciate far more than another pair of novelty socks—the gift of clarity, security, and peace of mind.
🎁 A Holiday Gift Your Family Will Actually Appreciate
Updating your will, trust, or beneficiary designations ensures your wishes are clearly documented and your assets are protected. Without a plan, families can face confusion or disputes—something no one wants on their holiday wish list.
Think of it like labeling your leftovers before the big dinner: simple, thoughtful, and guaranteed to prevent unnecessary arguments.
🎄 Family Gatherings Make It Easy to Start the Conversation
The holidays naturally bring everyone together. Between the turkey carving and the cookie sampling, it can be a good time to gently discuss important topics like decision-making roles, healthcare preferences, or legacy goals.
A simple question like,
“Have we reviewed our estate plans this year?” can open the door to meaningful conversations and proactive planning.
🎅 Your Legacy Includes More Than Financial Assets
Estate planning isn’t just about major assets—it’s also about personal items, family traditions, and the things that matter most to you. Whether it’s your fine china, sentimental holiday ornaments, or the vintage record collection everyone loves, documenting your wishes now can prevent disagreements later.
You know your family best—make sure your keepsakes go exactly where intended (even if that includes the slightly unsettling life-size nutcracker statue).
🕯️ Peace on Earth… and Among Your Beneficiaries
Clear estate planning reduces uncertainty, minimizes family stress, and ensures your intentions are carried out smoothly. It’s one of the most meaningful ways to support your loved ones—and yourself—heading into the new year.
☃️ A Small Year-End Task With a Big Impact
Just like holiday decorating, estate planning often gets delayed until “later.” But taking time now to review your documents can make a tremendous difference. Consider:
- Updating your will or trust
- Reviewing beneficiaries on retirement accounts or insurance policies
- Confirming executors, trustees, or healthcare agents
- Discussing goals for the coming year
Even small steps today can create lasting security and peace of mind.
⭐ We’re Here to Help
If you’d like assistance reviewing or updating your estate plan this season, our team is ready to help. We’ll guide you through the process and ensure your plan reflects your current wishes—so you can return to the holiday cookies and family movies with confidence.
Warmest wishes to you and your loved ones for a joyful, peaceful holiday season!
