Keeping a plan current
A Winning Game Plan
Across the country, families are gathering for Friday night lights, Saturday college rivalries, and Sunday afternoons spent cheering on their favorite teams.
·4 min readKeeping a plan current
Reflecting on the Past and Planning for the Future: Estate Planning Resolutions for the New Year
As we prepare for a new year, it’s natural to reflect on where we’ve been and where we’re going. At Cain, Cain & Janik, we believe estate planning resolutions are about more than finances—they’re about honoring the past while looking to the future.
When Mary came to us, she had recently lost her mother and felt compelled to secure her own family’s future. Mary’s story is a reminder of how estate planning is both a tribute to loved ones and a promise to protect those we care about. This year, we encourage you to create estate planning resolutions that bring peace of mind and purpose to your life.
1. Reflect on the Year’s Milestones
As Mary discovered, reflecting on major life events—new family members, career changes, personal growth—can guide us in creating or updating our estate plans. Each new experience provides clarity about what matters most.
2. Set Goals for the Future
Mary wanted her estate plan to provide both financial security and a way to give back to her community. Think about what’s important to you: Do you want to support a cause, help a family member, or preserve a family tradition? Your estate plan should reflect these aspirations.
3. Make Reviewing Your Estate Plan a Resolution
Estate planning is a journey, not a one-time task. Just as Mary scheduled regular check-ins to keep her plan up to date, make it a resolution to review your plan annually, adapting it to life’s changes.
4. Embrace the Gift of Peace
Mary’s story reminds us that estate planning isn’t just about documents—it’s about giving ourselves and our loved ones peace of mind. Setting resolutions to protect our future is one of the most meaningful steps we can take.
Our special offer: Schedule a consultation and become a client before year’s end and your trust will be maintained at no additional charge through our Estate Planners for Life™ Maintenance Program through January 1, 2026.
There’s no better way to close out the year than by knowing your future is protected. Take control and plan ahead today by contacting our office for a free consultation.
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Practical estate planning guide
The 7-Step Family Protection Workbook: Will Your Estate Plan Work When Your Family Needs It Most?
The workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
- The 7-Step Family Protection Workbook: free, a one-time download
- A Matter of Trust: a letter from Tamara about once a week, with workshop dates before they fill
- Written by Tamara, not by a marketing department