Start the New Year by Getting Your Estate Planning in Order

Katherine B. Schnauss Naugle, Esq.

Expert Contributor The Law Office of Katherine Schnauss Naugle, P.L.

Ortega Neighbors Feb 2026

The start of a new year is a natural time to reflect, set goals and make important plans for the future. While many focus on health, finances or personal growth, one area that often gets overlooked—but can have a lasting impact—is estate planning.

Estate planning isn’t just for the wealthy. It’s about making sure your wishes are honored, your loved ones are protected and your assets are distributed according to your intentions under Florida law. Now is the perfect time to consider creating or updating a Last Will and Testament and exploring the benefits of a trust.

A Last Will and Testament allows you to designate how your property and assets should be distributed, name guardians for minor children and appoint a personal representative to carry out your wishes. While a Will is essential, it does not avoid probate—a legal process in Florida that can be lengthy and costly. A Trust, such as a revocable living trust, can help assets pass directly to beneficiaries without going through probate, providing a smoother and faster process for your family and reducing stress during an already emotional time.

Other important estate planning tools include durable powers of attorney and health care directives, which ensure that someone you trust can make financial and medical decisions if you are unable.

Taking steps to organize your estate now provides clarity, protects your loved ones and ensures your affairs are handled efficiently under Florida law. By being proactive, you give your family the gift of certainty and peace of mind when it matters most.

For anyone who has been putting it off, there is no better time to create or update an estate plan. Please feel free to contact Schnauss Naugle Law at (904) 366-2703 or visit our website at www.jaxlawteam.com to schedule a consultation. Our team can help you establish a Last Will and Testament, set up a Trust if appropriate, and ensure your wishes are clearly documented. Taking these steps now brings confidence and lasting peace of mind.