At the end of the year, it is quite normal to think about what has happened in the last 365 days and what will happen in the next 365 days. I encourage all to think of the following things for you and your family.
A. Update or write up a Will.
B. Update or writing up a Living Will and/or Power of Attorney
C. Designate Beneficiaries for financial accounts
D. Check how your Deeds are title- should they be updated, for example, to reflect husband and wife.
E. Check beneficiaries for life insurance policies, annuities, retirement plans.
Have a Happy, Safe, Peaceful and Prosperous New Year!
