Estate Planning in the New Year

It’s already April! Have you taken care of your estate planning? Check out this article to learn about some things to consider when getting your estate planning documents executed or updated this year.
- Major changes in your finances, health, marital status
- Up to date Power of Attorney and Health Care Directive
- Financial gifts
- Taxes
- Retirement
- Business succession

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https://www.forbes.com/sites/martinshenkman/2023/12/26/estate-plan-in-the-new-year/?sh=7e1d957c5840