Valentine’s Day is a time to show love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and in the future. Estate planning isn’t just about who gets what—it’s about ensuring your life’s work passes smoothly to those you love. Show your family your love by choosing what to include and what NOT to include in your estate plan!
Key things to omit to protect yourself and your family:
- Safeguard Personal Info: Skip the Social Security Numbers. Including Social Security numbers in your estate documents can expose you and your beneficiaries to identity theft. Instead, use full legal names to accurately identify beneficiaries without unnecessary risk.
- Keep Financial Details Secure: Omit Account Numbers. Listing account numbers can invite potential fraud. Maintain a separate, secure record of your account numbers and share access only with trusted individuals.
- Build Bridges, Not Walls: Exclude Disparaging Remarks. Avoid using your will to express frustrations. Focus on your wishes and your beneficiaries’ well-being to maintain harmony and prevent legal issues.
- Beyond the Basics: Consider Your Digital Legacy. Don’t overlook your digital footprint, including social media accounts, digital photos, online businesses, and cryptocurrencies. Create a digital inventory stored securely for your appointed representative.
- Thinking Ahead: The Benefits of Regular Updates. Regularly updating your estate plan ensures it remains aligned with your current wishes and circumstances, providing ongoing protection for you and your loved ones.
Read my entire article here: https://ourcitymedia.com/2025/02/02/show-some-valentines-day-love/
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