With family gatherings impending, many families use this time to get their estate planning objectives discussed but then nothing seems to happen, the New Year rolls around but there is no follow up action. The best laid plans are put on the burner as everything becomes a New Years’ haze.
When discussing estate planning it is helpful to have action steps to follow, we recommend to our client’s that before the process begins that you have some guidelines and follow up steps, this can make the whole process much easier and ensure that the agreed estate plan is followed through, providing financial protection for you and your family.
