Resolutions Not to Overlook
You might want to update your list of New Year resolutions.
The Early Bird…
Don’t wait – get those annual exclusion gifts made in January this year.
Commit to Reviewing your Estate Plan
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?
Commit and Resolve to Plan Ahead
Make it your commitment to tend to your estate planning by consulting this thought-provoking checklist by attorney, Martin Shenkman.
Commit to Doing Right by Your Heirs
Don’t let procrastination thwart your intentions on who should inherit your estate.
Resolving to Organize Important Documents for Surviving Family Members
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: