10 Easy Estate Planning Steps for 2025

Life moves fast, but planning ahead gives you peace of mind. With changes to tax laws expected soon, and health and finances on everyone's mind, it's more important than ever to stay prepared. At Senior Help and You, we're here to make complicated decisions simple. Whether you're organizing your estate, checking your Medicare coverage, or protecting your future with life insurance, we offer guidance you can trust.

Estate taxes may change in 2026. That’s why 2025 is the right time to review your estate plan and protect your legacy.

Here are 10 must-do items that can give you peace of mind:

1. Check your will and trust – Make sure they still reflect your wishes.

2. Name someone to speak for you if you become ill (healthcare proxy).

3. Verify your beneficiaries on life insurance, retirement accounts, and bank assets.

4. Choose a durable power of attorney for finances and legal matters.

5. Appoint a guardian for dependents or loved ones with special needs.

6. Write a letter of intent with instructions or values not covered in legal documents.

7. Make a list of digital accounts (emails, logins, banking apps).

8. Set your medical wishes (advance directive or living will).

9. Document funeral or burial preferences.

10. Talk to a professional about possible tax changes before 2026 exemption sunsets.

If you wait too long, your family could face delays, extra taxes, and legal headaches. Let’s make sure everything is up to date.

Reply “ESTATE” or call to schedule your free estate planning check-up HERE

By: Albert Ferrin June 5, 2025

Senior Help And You LLC