While a legal document may not be the most “romantic gift,” it is definitely one of the most meaningful and heartfelt gifts you can give or receive. Sitting down and taking time with your significant other or family member to review your current estate plan, or discuss your estate planning goals and create a carefully crafted strategy, is an important and thoughtful “date” that will protect and benefit your family for years to come. An estate plan is not just an important legal document that saves your loved one’s time, money, stress, and potential heartbreak. An estate plan is also a way of expressing care, commitment, and love. Present your loved ones with a gift that will last well beyond February 14 and will continue providing and supporting that individual today, tomorrow, and even after your passing.
The past twelve months have been a constant reminder that life is truly unpredictable. Major life events such as a global pandemic, marriage or divorce, death, or a crippling change in one’s financial situation could happen at any time, and any one of these would require changes to your estate plan to keep it valid. Whether you are in the beginning stages of your estate plan or revisiting an existing plan, everyone needs to plan ahead— no matter how young, healthy, and invincible you may feel. While your estate plan will never expire, it is strongly advised that you review your plan once every three years. Make this a regular date night! Enjoy a nice bottle of wine together, review your plan, discuss your goals, address any major changes. There is no better way to show your commitment and love for one another.
Sandoval Legacy Group is now a division of Holstrom, Block & Parke, A Professional Law Corporation, one of the largest and most respected family law firms in Southern California. Once you are ready, we encourage you to meet with one of our experienced estate planning attorneys. With over 30 years of experience, we are here to guide and support you and your loved ones throughout your estate planning journey. We will ensure you, your loved one, and your legacy is protected no matter what life has in store. Request a consultation or contact us at (855) 939-9111 for any estate planning needs.