The start of a new year is a natural time to reset, get organized, and take stock of what matters most. For many families, that includes making sure their estate planning documents still reflect their wishes. At Taylor, Minnette, Schneider & Clutter, we encourage clients to review their wills regularly—especially at the beginning of a new year—to ensure their plans remain accurate, legally sound, and aligned with their current goals.
A will is one of the most important documents you can have, but it is not something you complete once and forget. As life changes, your will should change with you. Here are some of the reasons why reviewing your will should be one of your New Year’s resolutions.
1. Your Family Structure May Have Changed
Major life events — such as marriage, divorce, the birth or adoption of a child, or the loss of a loved one — often require updates. These changes may impact:
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Who you name as beneficiaries
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Who you select as guardian for minor children
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Whether new family members need to be included
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Whether certain individuals should be removed or replaced
Keeping your will current ensures that your loved ones are cared for according to your wishes.
2. Your Assets May Look Different Than They Did Before
Over time, your financial picture may shift. You may have:
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Purchased or sold a home
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Started a business
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Closed accounts or opened new ones
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Received an inheritance
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Accumulated new investments or retirement funds
Updating your will helps ensure that newly acquired assets are included and that your plan accurately reflects your current financial situation.
3. Your Personal Representative May Need to Be Updated
Your personal representative—sometimes called an executor—is responsible for carrying out your wishes. As years pass, your chosen representative may move away, become unable to serve, or no longer be the right fit.
Reviewing your will gives you an opportunity to confirm that the person you selected is still someone you trust and who is willing and able to take on the role.
4. Laws and Tax Rules May Have Changed
Estate planning laws evolve over time. Changes in state or federal law may affect how your estate is administered or how certain assets are taxed. A periodic review helps ensure your plan remains compliant and takes advantage of any legal updates that may benefit your family.
5. It Helps Avoid Confusion or Conflict Later
A clear, updated will reduces stress and uncertainty for your loved ones. When your wishes are fully documented and easy to interpret, it helps prevent disputes and ensures your estate is handled smoothly and efficiently.
6. It Gives You Peace of Mind for the Year Ahead
There is comfort in knowing your affairs are in order. Reviewing your will at the start of each year ensures your plan reflects your current values, goals, and priorities—allowing you to move forward with confidence.
At Taylor, Minnette, Schneider & Clutter, we guide families through the estate planning process and help them keep their plans up to date as life changes. Whether you need a simple review or a complete update, our attorneys are here to support you every step of the way.
Begin the new year with clarity and peace of mind. Contact us today to schedule an appointment with an experienced estate planning attorney.