Estate Planning – A New Year’s Resolution?

Need a New Year’s resolution that extends beyond personal improvement goals? How about implementing changes in your life that benefit both you and your loved ones? Here are five estate planning objectives to consider in 2018.

  1. Start an estate plan.

  2. Make a list of the important tangibles.

  3. Have a child entering college or advanced studies? Research and diversify your assets.

  4. Practice creative gift-giving strategies.

  5. Establish a plan for your advanced years.

Choose one or two. Talk to your family. Take your time. Remember, the primary objective is to just start your plan, now.

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