Every January gives us a quiet moment to pause, reflect, and ask a meaningful question: “What story is my life telling, and is my legacy keeping up?”
We know it’s wise to schedule regular checkups to protect our physical health. Yet our wills, trusts, and other estate documents need the same kind of care. A periodic financial “wellness visit” helps ensure that the people and causes we cherish—our families, our faith communities, and the vulnerable children supported through ICC—are provided for with clarity and love.
Updating these documents isn’t “just” paperwork. It is stewardship that allows your legacy to bless others for many years to come.
“A simple checkup today can ensure our love blesses children for generations.”
New Additions to the Family
When Emily and Mark welcomed their first grandchild last year, they realized their existing will only mentioned their children. A quick legacy checkup showed them it was time to include their granddaughter. Updating their documents ensured she would be cared for according to their wishes.
Career and Financial Changes
Major financial changes can signal the need to review your will. After receiving an unexpected inheritance, Linda realized her existing plan no longer reflected her resources or her hopes. Her updated legacy now includes a meaningful gift to help vulnerable children—transforming her blessing into hope for others.
Health Considerations
A new medical diagnosis prompted Robert to revisit his estate plans. His checkup ensured his assets would be used wisely for both his family and the ministries closest to his heart.
New Causes in Your Heart
Our faith journeys evolve, and the causes that move us often change over time. A periodic review keeps your charitable plans aligned with what matters most to you today.
Legal, Tax, or Location Changes
Laws shift, tax rules are updated, and relocating to a new state can affect how your documents function. A routine checkup helps prevent complications and preserves the gifts you intend for loved ones and the children you hope to support.
Planned Giving Reviews
Even long-established giving arrangements benefit from a quick refresh to ensure your generosity still reflects your values.
Taking the First Step
Consider giving your legacy a short “health appointment” this month:
1) Set aside time this month to review your will or trust.
2) Identify major life changes since your last checkup.
3) Consider charitable priorities and ministries closest to your heart.
4) Consult a trusted professional to ensure your documents are current and legally sound.
By performing these regular “legacy checkups,” your will or trust becomes more than legal paperwork. It becomes a living testament to your faith, values, and love for children God places in your heart. Every gift you plan can continue blessing vulnerable children for years to come.
This January, start the year with intention, reflection, and a commitment to ensure your legacy truly lives.
