Planning for the future: Things you should do

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.