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From Our Blog

Organizing for Tax (and Estate Planning) Season

A new year means  a new tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in various ways.  This flurry of organizing for tax season is the perfect opportunity to revisit estate planning and get your estate plan in order, too.  You can kill two birds with the proverbial stone.

Why? Because as you run down your list of “tax prep” questions, you will find that your answers could also impact your estate plan.

Some things to think about:

After you’ve answered these questions, get to work on gathering the corresponding paperwork. That might include deeds, policies, and contracts as well as …

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