It is that time of year again. Many of us make those New Year’s resolutions seeking some kind of opportunity for change. Whether you are looking to quit smoking, lose weight, eat healthier, spend more time with the family, unless you process and set guidelines for attaining that goal, many of you will be making those same resolutions for 2025.

My tip, make yourself accountable for your goals. Don’t just say that you want to do these things, sit down and map out a plan for how you will be successful. For example, if you want to exercise more:

• How many times a week are you committing to?
• Mark it on your calendar which days you will be going.
• Enlist a friend that you will be accountable to for showing up.
• Check in every couple of weeks to see how you are doing with your goals.
• Reward yourself for showing up for you.

While you are making these resolutions, don’t forget to make sure that your estate plan is in order.

POM Member Benefit

As a Peace of Mind member, you are entitled to a yearly meeting with your attorney, at no additional cost. This meeting could include your financial planner and/or your accountant if they are available. It is an opportunity to update your estate planning documents to meet your current needs.

Please contact our POM Coordinator, Marilyn Cantore (mcantore@vjrussolaw.com) to schedule your meeting today.

As a general rule, you should review your estate plan yearly. Additionally, you should re-evaluate your plan after any major life event. You can find some major life events, (such as marriage, new child/grandchild, divorce, death, retirement) that should cause you to review/update your estate plan.

Let us help you succeed this year!