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Certified Public Accountants and Management
Consultants
13 Byington Place, Norwalk, CT 06850
Phone: 203-853-1040
Fax: 203-853-070
Email: info@depanfilis.com
Website: www.depanfilis.com
July 2018
5 Estate Planning Musts
People of almost any financial means share some basic estate planning concerns, which should be addressed in written plans. Here are some tips that can help.
1. UPDATE YOUR WILL
You already have a will, right? Update this document throughout your life when events including births, deaths, divorces and other changes occur.
2. CHECK YOUR EXECUTOR DECISION
While we’re talking about wills, make sure the guardian you named to care for your minor children isn’t an immature 40-year-old traveling the world.
3. CREATE A LIVING WILL
Also known as an advanced directive, this document details what medical steps to take if you can’t communicate them.
4. UPDATE YOUR BENEFICIARIES
When life changes, make sure your retirement plan, life insurance and estate beneficiary designations are current.
5. TALK TO YOUR TAX PROFESSIONAL
Taxes can sneak up on you when you build wealth or inherit assets. Talk to your tax pro.
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