A New Year’s Plan

The New Year is a great time to make resolutions and set goals.

But goals probably won’t be met unless we also have a plan of how to get there. If we are traveling to DisneyWorld, the goal is to get to the magic kingdom. But we can’t get there unless we know which road to take and calculate how long it will take us to get there. We might need to stay overnight on the way, so we need to find a hotel and make advance reservations. We might be lucky and just find a great hotel at a great price right where we want to stop at the end of the day. But, we might also be unlucky and find that we get tired of driving just after we go through the last town for 100 miles. If we plan ahead, we’ll know for sure that we have a room when and where we want one.

Now is a great time to think about what you want to do in the coming year, and to make the plans to ensure you get what you want.

Are you a young parent who does not yet have a Will or estate plan? Do you know who will take care of your children if anything happens to you?

Or are you an older person who’s children have grown up and are out of the house? Have you updated your will or estate plan to take these changes into account?

Are you thinking about starting a new business this year? do you know what steps you need to go through to get that accomplished?

Has your family life reached the stage that you just can’t stand it any longer? And you want to make sure that you and your children are protected financially?

Are you finally going to purchase that house this year?

One of my personal goals this year is to lose weight (yes, again). This time I have a plan of how to approach it and monthly mini-goals along the way so that I can adjust what I’m doing if it doesn’t seem to be working for me. And I have it on paper so I can touch it and read it every day to make sure I’m on track.

Another goal I have is to make sure that my own estate plan is up to date. My plan includes reviewing my living will to make sure that I haven’t changed my mind about any of my previous decisions. It also includes checking to make sure that any investments I’ve made this past year are included and that things I’ve sold are removed from my trust documents.

I have goals for my business and what I want to accomplish this year. My plan includes pieces on marketing, new subject areas and customer service. And I set milestones for each month so I can check my progress to make sure I’m still going in the right direction.

As you can see, I have lots of goals (and plans) for this new year.

If you need help with any legal aspects of your plans for this new year, call the office at 757-234-4650 and we can set up an appointment to discuss your goals and how to get there.

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