For many of us, the start of a new year can be a time of exciting promises and resolutions. There is no time like the present to make these four estate planning resolutions for 2019.
Resolution #1 - Understanding how the 2018 federal tax overhaul may impact my current estate plan
Resolution #2 - Making sure my current estate plan is structured in a way that will minimize family expense and controversy.
Resolution #3 - Checking my retirement accounts and life insurance plans to make sure my beneficiaries are protected in a tax-efficient way.
Resolution #4 - Reviewing my Powers of Attorney and Living Will so these documents express my wishes.
Move estate and related planning to the top of your 2019 resolutions list. There is no time like now to review or update a plan that will be meaningful to you and your family.