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Reflecting on the Past and Planning for the Future: Estate Planning Resolutions for the New Year

There’s something about the Colorado lifestyle that inspires reflection. Whether you’re sitting on the deck of your mountain cabin, watching the snow blanket the peaks, or sharing stories around the fire, this time of year is perfect for looking back on where you’ve been and planning where you want to go.

At Skipton Law, we often see our clients use the week between Christmas and the start of the new year to revisit their goals and priorities—especially when it comes to protecting their family’s future. Estate planning might not be the first resolution that comes to mind, but it’s one of the most impactful steps you can take.

Let me tell you about Sarah, a long-time client who came to us after her husband passed away unexpectedly. Sarah’s story reminds us why estate planning is so important. Without a clear plan in place, she found herself juggling paperwork and legal hurdles during one of the hardest times in her life. Determined not to leave her children in a similar situation, she worked with us to create an estate plan that reflected her values and ensured her family would be protected.

For Sarah, the process was about more than dividing assets—it was about honoring the life she and her husband built together. Her plan included provisions for her children, a donation to a wildlife conservation charity she and her husband supported, and clear healthcare directives to ensure her wishes would be respected.

This year, start your planning with an exclusive offer:
Book a call before December 31st to get included in our Compass Club for 2025—FREE!
Membership includes updated powers of attorney, a free annual update to your estate plan, a free funding review, access to Compass Club events, 24/7 portal access, and VIP access to funding and attorney support.

We wish you a very Merry Christmas, and we hope you make protecting your family one of your top resolutions for the new year. Register for a workshop and let us help you craft an estate plan that aligns with your goals, values, and lifestyle.

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