Review Your Estate Plan Before Year’s End

Your year-end tax planning should also include a review of your will, living trust, beneficiary designations and other estate plans. Take time to examine these important documents, or to prepare an estate plan if you haven’t taken this important step. Make sure that all your beneficiaries are still living and that your executor or trustee is still able and willing to serve. Consider, too, the satisfaction of continuing, through your estate plan, your lifetime of giving to worthwhile causes and institutions. It’s easy to make a bequest through your will or living trust, or to add a beneficiary designation benefiting our future through your life insurance, IRA or other financial accounts.


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