A Resolution That You Can and Should Keep

Written by

Now that January has come and gone, how are you doing on your New Year’s resolutions? If you are like me, making New Year’s resolutions is easy; keeping them is a different story. Whether you did or didn’t make any resolutions this year, one you should make now is to create an estate plan (if you don’t already have one) or review your existing plan.

If you already have a plan, it may have been made one, five or ten or more years ago. Regardless of when it was prepared, it is important to review it from time to time. As you do, ask yourself these key questions:

  • Do I understand my estate plan?
  • Are all my beneficiaries alive or in good health?
  • Has my relationship changed with any of the beneficiaries – people or charities?
  • If charities are included in the plan, have any of them changed names or locations?

You spend hours planning for vacations, education, house upsizing and downsizing, and so many other life events. Your estate plan deserves this kind of attention, as it will provide for a smoother transition at a most difficult time.

Please make and keep this resolution today. The CICOA Foundation would be honored to be part of your plans and has some resources to help.

Please note, this information is not to be considered legal advice. If you need legal services, please contact Indiana Legal Services or call 1-844-243-8570 Monday through Friday, 10:00 a.m. to 2:00 p.m.

The greatest benefit of creating an estate plan may be your peace of mind. Get started today.


More News & Stories

Caregiver Coaching

Navigating Caregiving: Essential Resources and Support

National Family Caregivers Month is a time to recognize and honor the invaluable contributions of family caregivers. As a caregiver, you play a vital role in supporting your loved ones, often shouldering significant responsibilities. While caregiving can be incredibly rewarding,...
Caregiver daughter feeding mom

United Way of Central Indiana grant supports basic needs for older Hoosiers

CICOA Aging & In-Home Solutions has received a multi-year grant of $250,000 per year for the next three years from the United Way of Central Indiana (UWCI) Basic Needs Fund. UWCI established the Basic Needs Fund to help stabilize households...
IStock 19583376050 Woman On Laptop

CICOA and Caregiving.com Partner to Support Family Caregivers

CICOA and Caregiving.com Partner to Offer One-Click Access to Local Caregiver Resources, Supporting Family Caregivers Nationwide CICOA Aging & In-Home Solutions and Caregiving.com are excited to announce a new long-term partnership aimed at enhancing support for family caregivers. This collaboration...