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Start the New Year with Confidence: Your Essential Legal and Financial Checklist for the New Year As we step into the new year, it’s the perfect time to reassess our goals and ensure our affairs are in order. Whether you’re looking to protect your family’s future, streamline your business, or simply get a fresh start, our New Year Reset Checklist is here to guide you. From updating your estate plan to revisiting your insurance coverage, these straightforward tips will help you begin the year with clarity and confidence. Let’s make 2025 your best year yet! N ew Year Reset Checklist Review or Update Your Estate Plan Confirm wills, trusts, and healthcare directives are up to date. Make sure beneficiaries and key contacts still reflect your current wishes. Verify Insurance Coverage Check life, home, auto, or business policies for accuracy and adequate coverage. Add new, high-value items (like holiday gifts) to your policy. Organize Important Documents Safely store originals (wills, titles, deeds) in a secure location. Keep digital backups in an encrypted folder or password manager. Assess Your Finances Review your budget and set savings goals for the year. Check beneficiary designations on bank, retirement, and investment accounts. Consider Charitable or Non-Profit Involvement Think about attending our Non-Profit Bootcamp if you’re interested in establishing or growing a charitable organization. Explore tax benefits and community impact of giving back. Plan for Business Updates (if applicable) Ensure business licenses, permits, and corporate documents are current. Schedule time to review or revise your operating agreements. Schedule Professional Consultations Estate Planning Attorney: Secure or update your plan. Financial Advisor: Review investment strategies, retirement, and tax planning. CPA or Tax Professional: Get organized ahead of tax deadlines. Starting the year off with a clear plan sets you on the right path—less stress, fewer surprises, and more peace of mind. If you need guidance, we’re here to help. Call 407-565-HELP to schedule a consultation or learn more about our services. Make 2025 the Year You Secure Your Legacy Planning for the future doesn’t have to be overwhelming. In our latest YouTube video series, Attorney Erika De Jesus breaks down the basics of estate planning—from wills to trusts. If you’ve been putting off this vital task, now’s the perfect time to learn how to safeguard your loved ones and secure your legacy.

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