A New Year’s Revolution for 2026

A New Year's Revolution for 2026

Forget New Year’s Resolutions. It’s Time for a New Year’s Revolution.

As we step into 2026, many people are thinking about resolutions. Eat better. Exercise more. Spend less time scrolling.

And while those intentions are well meaning, most of us know how this story goes. A few weeks in, life takes over and those resolutions quietly fade into the background.

This year, I would like to suggest something different. Instead of another resolution, let’s talk about a New Year’s revolution.

Not a loud or dramatic one, but a meaningful shift toward clarity, intention, and peace of mind.


Why Clarity Matters More Than Motivation

Motivation comes and goes. Clarity stays.

When people reach out to me through NEXsteps, it is rarely because they lack motivation. Most already know they should have a will. They know they should name a power of attorney and complete a medical directive. They know they should talk to their family.

What holds them back is uncertainty.

  • Where do I start?
  • What decisions really matter?
  • What happens if I get it wrong?
  • How do I even begin these conversations?

Clarity answers those questions. And once clarity is in place, action becomes much easier.


The Conversations We Keep Postponing

One of the most common regrets I hear from families is not about documents. It’s about the conversations that never happened.

  • Conversations about wishes
  • Conversations about values
  • Conversations about what matters most if something unexpected happens

A New Year’s revolution means deciding that 2026 is the year you stop postponing those discussions. Not because it’s comfortable, but because it’s caring.

Estate planning is not about preparing for death. It’s about protecting the people you love while you are very much alive.


The Foundation Everyone Should Have

You don’t need a complex plan to get started. All you need is a solid foundation.

At a minimum, that foundation includes:

  • A valid will
  • A power of attorney
  • A medical directive or personal directive
  • Clearly named beneficiaries
  • An understanding of who will act for you if you cannot

These documents create direction. They reduce confusion. They give your loved ones confidence when they need it most. And, just as importantly, they give you peace of mind today.


Planning as an Act of Empowerment

There’s a noticeable shift that happens once someone takes these steps.

  • They stop worrying about “what if.”
  • They stop avoiding the topic altogether.
  • They feel more in control of their future.

Planning isn’t restrictive; it’s empowering.

For some, that empowerment includes working with financial professionals to reduce taxes or ensure assets are structured properly. For others, it includes preparing legacy messages for loved ones. Written notes. Recorded stories. Even short videos that capture values, memories, or guidance.

This is the part of planning that turns documents into meaning.


How NEXsteps Supports Your New Year’s Revolution

My role through NEXsteps is not to overwhelm you or rush you through a checklist. It’s about helping you create space for thoughtful planning.

That means:

  • Breaking the process into manageable steps
  • Helping you understand what decisions matter most
  • Supporting difficult conversations with clarity and calm
  • Acting as a guide so you are not navigating this alone

Clarity leads to comfort. Comfort leads to confidence. And confidence brings peace of mind. That’s the real outcome of a New Year’s revolution.


Looking Ahead to 2026

As we move into 2026, my wish for you is simple.

  • Less avoidance
  • More clarity
  • Fewer unanswered questions
  • More confidence in the plan you have in place

Your future does not begin someday. It begins with the choices you make now. If you’re ready to replace resolutions with real progress, I invite you to reach out. I would be happy to help you take the first step.

Here’s to a year built on clarity, intention, and peace of mind.

Warm wishes for a safe, healthy, and meaningful 2026.


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Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

A Holiday Message of Gratitude and Reflection

A Holiday Message of Gratitude and Reflection

A Season for Gratitude, Reflection, and Looking Ahead

The holiday season has a way of inviting us to slow down, at least a little. It’s a time when many of us feel more aware of what matters most: family, connection, memories, and the people we care about.

I wanted to share a warm holiday message and a sincere thank you to everyone who has followed along, watched my videos, read my blog articles, attended presentations, or quietly supported my work behind the scenes. Your engagement means more than you know.

For me, this season is also a reminder that thoughtful planning is not just about documents. It’s about people. It’s about reducing uncertainty for the ones we love, and making sure our wishes are understood, not guessed at.

Planning is an act of care

Estate planning is often framed as paperwork, but at its core it’s about clarity and communication. It helps families avoid confusion, reduces stress during difficult moments, and supports the people who will one day have to carry out your wishes.


The holidays can be joyful, but they can also be emotional. For some, the season carries grief, complicated family dynamics, or the weight of caring for others. If that is true for you, I hope you will give yourself permission to take things one step at a time. There’s no perfect way to move through the holidays.

To keep things light, I invited a special visitor to share a message too. Watch the video to listen to Santa’s simple reminder: take a little time to put your plans in writing, talk to the people who matter, and think about the future you want to create and the legacy you hope to leave.

Santa’s gentle reminder

Estate planning is not about focusing on an ending. It’s about giving your loved ones guidance, support, and confidence. A clear plan can be a gift that lasts far longer than the season itself.


If you have been meaning to start, update, or organize your plan, consider taking one meaningful step. That might be reviewing your will, confirming your executor choice, updating beneficiaries, or simply having a conversation with your family about what you want and why.

If you’d like support or a clear starting point, I am here to help. NEXsteps provides education, guidance, and practical support related to estate planning readiness and estate administration. If you are looking for clarity, help organizing your information, or support navigating executor responsibilities, you can explore my resources and services or reach out directly.

Wishing you peace, warmth, and meaningful moments throughout the holidays. Merry Christmas and happy holidays.


Visit our services page to see how we can help.

Watch our video here, or watch on our YouTube Channel:

Prefer a podcast? Listen here!

Please send us your questions or share your comments.

Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

Creating a Bright Future: Santa’s Holiday Inspiration for 2025

Santa

Your Future is Your Gift!

The holiday season is a time of magic, joy, and togetherness—a moment to cherish the memories we’ve made and look ahead to the exciting possibilities of a new year and creating a bright future. In a special message, Santa Claus shared a heartwarming reminder of the power we all have to shape our future and create a legacy filled with meaning and love.

Santa’s words were simple yet inspiring: your future is your gift to yourself and your loved ones. Whether it’s organizing your plans, setting goals, or imagining the life you’ve always dreamed of, the small steps you take today can lead to incredible transformations tomorrow.

As we prepare to welcome 2025, there’s no better time to focus on what truly matters. This is your moment to dream big, think boldly, and align your goals with your deepest values. Santa’s challenge is a joyful one: take one meaningful step toward creating the life and legacy you deserve.

Join the Journey

The message wasn’t just about planning—it was about hope and empowerment. Santa’s cheerful encouragement serves as a reminder that we all have the ability to design a bright future that brings happiness, fulfillment, and peace of mind. It’s not about fear of what’s ahead; it’s about embracing the opportunity to build something beautiful.

Santa also shared his heartfelt gratitude for everyone who has supported his journey by watching and subscribing. If you’ve found inspiration in our messages, he invites you to join the community by subscribing and sharing with others who may benefit from these uplifting ideas. Together, we can create a ripple of positive change as we step into 2025.

Reflect, Dream, and Shine

As you celebrate this holiday season, take a moment to reflect on what brings you joy and how you can carry that into the year ahead. Whether it’s prioritizing your health, spending more time with loved ones, or working toward long-held dreams, every step is a gift you give yourself.

Let Santa’s message be your spark for 2025: a year filled with hope, purpose, and the magic of possibility. Wishing you a holiday season that’s as bright as your dreams and a year ahead that shines even brighter!

Visit our services page to see how we can help.

Watch our video here, or watch on our YouTube Channel:

Prefer a podcast? Listen here!

Your questions and comments are always welcome! Contact us to learn more.

Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

A Holiday Season for Reflection: Preparing for What Matters

winter scene with sunshine breaking through the clouds

A Holiday Reflection on Legacy and Lifestyle Planning

The holiday season is a time of joy, family, and tradition. It’s a moment to cherish connections, celebrate milestones, and reflect on the past year. Yet, amid the festivities, it’s also one of the most stressful periods of the year, and for some, it brings unexpected challenges.

Statistics reveal a sobering reality: the holiday season is associated with a higher incidence of illness and even death. Studies show that heart attack rates spike around Christmas and New Year’s, with December 25th, 26th, and January 1st ranking among the most common days for cardiac events. The reasons vary, from heightened stress to disruptions in routines and colder temperatures. This serves as a poignant reminder that life is unpredictable, and preparation is key.

As we approach the new year, it’s an ideal time to consider not just holiday plans, but life plans. The joy and chaos of the season can often overshadow the importance of being prepared for the future. Legacy and lifestyle planning is about more than just drafting a will; it’s about ensuring that your wishes, values, and responsibilities are thoughtfully managed, no matter what life may bring.

Why Now Is the Perfect Time

The end of the year offers a natural opportunity to pause and assess. Have you:

  • Updated your estate documents to reflect any life changes?
  • Clearly communicated your wishes to loved ones?
  • Taken steps to protect your assets and plan for future healthcare needs?

These tasks often get pushed aside during busy times but addressing them now can provide lasting peace of mind. A solid legacy and lifestyle plan ensures that you and your family are prepared for any eventuality, avoiding unnecessary stress and confusion during difficult times.

Addressing the Emotional Side of Planning

For many, the thought of planning for life’s uncertainties is emotionally challenging, especially during a season filled with nostalgia and reflection. It’s common to feel overwhelmed or unsure of where to start. That’s where professional guidance can make all the difference.

As a legacy and lifestyle planner and a Certified Executor Advisor through the Canadian Institute of Certified Executor Advisors, I specialize in helping individuals and families navigate these important conversations. My work is rooted in understanding your unique circumstances and offering practical, compassionate support. Whether you’re revising your estate plan, preparing to settle an estate, or organizing essential documents, my goal is to make the process as seamless and reassuring as possible.

The Gift of Preparation

Planning for the future is one of the greatest gifts you can give to yourself and your loved ones. A well-thought-out legacy plan provides clarity and ensures that your values and wishes are honored. For your family, it means fewer uncertainties during difficult times, allowing them to focus on healing and honoring your memory rather than dealing with preventable chaos.

Taking steps now can also protect your own well-being. Knowing that your affairs are in order relieves a significant source of stress, giving you the freedom to fully enjoy the present.

Let’s Make 2025 the Year of Preparation

As 2025 approaches, take this opportunity to prioritize what truly matters. Instead of leaving these critical tasks for “someday,” start today. Begin with small steps: gather important documents, schedule a consultation, or have an open conversation with your loved ones about your wishes.

NEXsteps is here to help you navigate this process with clarity and confidence. My expertise allows me to provide personalized advice and strategies tailored to your needs. Legacy and lifestyle planning is not just about logistics; it’s about empowering you to live with intention and ensuring that your story is preserved for generations to come.

A Season of Reflection

This holiday season let’s celebrate not only the joy of the present but also the security of a well-prepared future. Life’s uncertainties may be beyond our control, but with thoughtful planning, we can face them with strength and clarity.

If you’re ready to take the next step in your legacy and lifestyle planning journey, I invite you to reach out. Together, we can create a plan that gives you and your family the greatest gift of all: peace of mind.

Wishing you a joyous, meaningful holiday season and a prosperous start to the new year.

Visit our services page to see how we can help.

Watch our video here, or watch on our YouTube Channel:

Prefer a podcast? Listen here!

Your questions and comments are always welcome! Contact us at any time.

Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

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