With a new year comes New Year’s resolutions, and although we start the year with good intentions, oftentimes many resolutions fall by the wayside. Some of the most common resolutions include losing weight, spending more time with family and friends, learning a new hobby, or getting organized. Taking care of oneself should be at the top of everyone’s list, but many of us feel the need to take care of others before taking care of ourselves.
An easy commitment you can make this year is knowing that you have provided your loved ones with a road map for the future. While it’s never comfortable to think about emergency situations, would your family know what to do in the event of something tragic? Being organized and having your affairs in order can help alleviate the stress of worrying about your loved ones if you weren’t there to guide them.
A simple, straightforward resource that may help you build confidence for the future is D.A. Davidson Trust Company's “What My Family Should Know,” a downloadable booklet where you can record vital information for use now and in the future. By completing this information, keeping it in a safe place, and sharing its existence and location with your loved ones, you can feel secure in knowing you have created an important resource for your family, helping to bring clarity for what comes next.
This material is intended for general consumer educational purposes and is not intended to provide legal, tax or investment advice. Always consult your tax advisor for specific tax advice.
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