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The beginning of the year is a great time to think about what you want to accomplish and to set specific goals. A good way to start is to create your own annual review checklist.
Things change ... interest rates, tax laws and your personal situation. Many events may require you to revise your financial and estate plans, including:
Plan for the unexpected. Along with your estate plan and testamentary arrangements, consider writing down your objectives, ideas and wishes in a letter to your family that will guide them in handling estate and investment matters, and in making other important decisions, in your absence.
Consider including a note of caution not to consider your thoughts rigid or binding, but to temper them by careful consideration of facts and circumstances existing when a decision must be made. Things change, and we can’t foresee every eventuality.
Here are other things you may want to include in your letter:
Our letter should be signed and dated, and may be sealed. The envelope should be marked "To be opened in the event of my serious illness, incapacitation or death."
It is important to address these and related issues now. Set goals and determine a time frame for accomplishing them. Remember the adage that if you fail to plan, you can plan to fail.
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