Tax season is not just a time to review income, deductions, and account balances. It is also one of the best times to review your estate planning documents. When you are already gathering financial records and looking closely at your assets, it makes sense to make sure your will, trust, power of attorney, and health care documents still reflect your current wishes.
Estate Planning·
Why Tax Season Is the Right Time to Update Your Estate Planning Documents
Tax season is not just a time to review income, deductions, and account balances. It is also one of the best times to review your estate planning documents. When you are already gathering financial records and looking closely at your assets, it makes sense to make sure your will, trust, power of attorney, and health care documents still reflect your current wishes.
By David A. Yergey III · Yergey & Yergey, P.A.
Yergey & Yergey, P.A. — Orlando, Florida
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