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 for your own peace of mind 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 towards this peace of mind is D.A. Davidson Trust Company's “What My Family Should Know,” an organizational tool for current affairs and a place for you to 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 taken a step toward your personal peace of mind and created an important resource for your family.
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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