It’s a New Year! Time to “Kick Off the Brakes” and Get Things in Order!

Have you ever wondered why we make New Year’s resolutions? It’s part aspiration and part tradition.

"We tend to set resolutions because the New Year serves as a cyclical marker of time during which we reevaluate and take inventory on our lives,” says Sabrina Romanoff, PsyD, clinical psychologist and professor at Yeshiva University in New York City. “The drive for making resolutions is motivated by this punctuation in time, like a yearly college graduation, activates hope and expectations for what we hope to achieve going forward.”

One of the things many people have on their list of New Year’s resolutions is to finally get their estate affairs in order; have their will, trust or advanced directives prepared; make sure they’ve named primary and contingent beneficiaries for their bank/retirement accounts and life insurance policies; or maybe just begin a conversation with family about their wishes and the way forward.

These are important things that, many times, go undone simply because people don’t know what to do or even how to begin. They have good intentions but become paralyzed by fear or uncertainty. Who will I name as my agents/representatives? Who can I trust to help me? Will it “open an [uncomfortable] can of worms” with my spouse or family that I don’t have the energy or time to deal with? Do I even need estate/legal documents? How much will it cost me, and can I afford it?

I’ve got some great news! We're here to help you deal with (and answer) these important questions, and the best part is – the conversation “won’t cost you a dime.” At Ross Spano Law, we offer complimentary estate planning consultations, just a conversation that educates you about your options. If we can help you have peace of mind about the future of your family, please contact us at (813) 244-7758 or Ross@RossSpanoLaw.com.

And one more thing… Happy New Year!!!

Cheers!

Ross Spano