Let 2019 be the year you finally get your finances in order for your loved ones. It’s one of those things we know we should do, but gets so easily delayed in the busyness of life. Make your resolution to get your estate plan created or updated in 2019. If you’ve ever had an estate plan document, such as a will, trust, or power of attorney, it’s probably time to review those documents and make any necessary updates. If you’ve never done any estate planning, right now is the ideal time to get started. Creating a custom estate plan is one of the greatest gifts you can give to your loved ones.
Call us to schedule a time to review and update your existing estate plan, or to create a new one. The end of the year is the perfect time to make your office appointment, so that this new years resolution won’t be forgotten by February.