Estate Planning New Years Resolution #3: Review Your Accounts & Assets
If you have a Trust, is it funded properly? It is very important if…
- You purchased a new car or home
- You transferred your bank accounts to a new bank
- You bought new stocks
- Your savings bonds are over 30 years old
Resolve to review your accounts to make sure you are using your Trust to maximize its full potential (or you have the right kind of Trusts, depending on your situation) so that your family will not have a probate mess after you’re gone.
Find out more about pre-planning by attending an educational seminar or webinar. See the schedule here or call 1-800-798-5297 to set up a complementary consultation.