You might want to update your list of New Year resolutions.
Don’t wait – get those annual exclusion gifts made in January this year.
This article provides a good reminder as we begin the new year that estate plans need periodic review and updating. What is your new year’s resolution?
Make it your commitment to tend to your estate planning by consulting this thought-provoking checklist by attorney, Martin Shenkman.
Don’t let procrastination thwart your intentions on who should inherit your estate.
Having certain documents organized and readily available would be extremely helpful to a surviving spouse, executor or family member having to handle a loved one’s affairs: