As 2020 comes to a close, we may be impatient to move beyond this year. It has been an especially difficult and uncertain year, and we may be eager to let go of it and look ahead. These sentiments are understandable.
However, the year-end holidays are often a good time to complete or review your estate plan. We may have some time away from work to focus or find ourselves more reflective during the holidays. Take advantage of this unique time to move ahead with your planning goals. Without question, this year has been turbulent, but it has undoubtedly taught us the importance of a plan.
Here are 5 helpful tips for your planning as we approach 2021: