As the holidays approach and another year comes to a close, many of us find ourselves reflecting on the past 12 months. What changed, what we accomplished, and what we hope to improve in the new year. It’s also a time when our calendars fill with family gatherings, traditions, and meaningful conversations about the future.

While estate planning might not seem like a typical holiday topic, the end of the year is actually one of the best times to review (or finally create) your plan.

Here’s why:

1. Life Changes Happen and They Matter

A lot can change in a year.
Maybe you welcomed a new child or grandchild, purchased a home, got married, divorced, or retired. Perhaps you started a new business, or a loved one’s needs evolved.

Each of these events can have a significant impact on your estate plan. Taking a moment to review your documents ensures that your plan still reflects your current wishes, not last year’s circumstances.

2. Tax and Legal Updates Can Affect Your Plan

Tax laws and estate planning rules evolve regularly. Reviewing your plan with your attorney before year-end helps ensure that your documents are compliant and optimized for any recent changes.

Even small adjustments can help your loved ones avoid unnecessary expenses or complications down the road.

3. A Great Time for Family Conversations. The holidays naturally bring families together, often the only time of year when everyone is in the same room. This makes it an ideal opportunity to begin (or continue) important conversations about the future.

You don’t have to share every financial detail, but discussing your general wishes, values, and who you’ve appointed in key roles (like guardians or executors) can bring clarity and peace of mind for everyone involved.

4. Start the New Year with Peace of Mind

There’s something empowering about crossing “review my estate plan” off your to-do list before the new year begins. You’ll enter January knowing that your affairs are in order and your loved ones are protected no matter what 2026 brings.

Ready to Review Your Plan?

If it’s been more than three years since you last updated your will, trust, or powers of attorney, now’s the perfect time to revisit them.

The Davis Schilken, PC, team makes the process simple, thoughtful, and personalized to your unique goals and family.

Schedule your year-end review today and start the new year with confidence (303)670-9855.