No one ever wants to think about it but every year we are getting older and with each new year comes new adventures and challenges. Here are a few items that should be completed or thought about:
- Preparation or update of a will
- Confirmation or selection of beneficiaries on all financial accounts including IRAs and pensions
- Long term care options
- Tax implications for gifting and estate purposes
For assistance with the above please feel free to reach out to us.