Estate planning often feels like something people put off until later. In reality, the best time to start is when life feels stable and decisions can be made thoughtfully, not under pressure. As we head into 2026, this is a good moment to take a clear look at your plan or begin one for the first time.
You do not need to have everything figured out to get started. A solid estate plan begins with a few basic decisions. Who should make financial or medical decisions if you cannot? Who should receive your assets? These choices form the foundation of your plan.
It also helps to have a general picture of what you own. You do not need exact numbers. A simple list of major assets, such as your home, accounts, and insurance, is enough to start meaningful planning.
Choosing the right people to act on your behalf is just as important. These individuals should be responsible, trustworthy, and willing to carry out your wishes. Clear direction makes their role easier and helps avoid confusion later.
A well-designed estate plan is not just about documents. It is about making things easier for the people you care about. When your wishes are clearly stated, your family is spared unnecessary stress and uncertainty during difficult moments.
Estate planning does not need to be complicated or overwhelming. It simply requires intention and a willingness to begin. If you are ready to take that first step or want to review an existing plan, my office is here to help guide you through the process with clarity and care. Give us a call today at (760) 673-7600 to get started!