Have You Completed Your End of Year Planning?

2019 Year-End Estate Planning

Family Meeting:

Now might be the time to have an end of year family meeting to help coordinate financial and other matters with your children and grandchildren.  Frank discussions about inheritance and your wishes if you become incapacitated are important to prevent family discord.

Beneficiary Designations:

Significant life events such as marriage, divorce, births, and deaths, can impact your beneficiary designations.  If you have not designated beneficiaries, or if your beneficiary has passed, then your assets might have to go through probate.

Update Your Estate Plan:  Have you moved to a new state?  Have any of your agents in your Powers of Attorney or Medical Directives become ill or died?  Now is the time to review your documents.

Call the Law Offices of Debra G. Simms at 386.256.4882 to learn more.

This blog post is not case-specific and is provided only for educational purposes and is not intended to provide specific legal advice. Blog topics may or may not be updated and entries may be out-of-date at the time you view them.

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