With the holidays and the end of the year approaching, now is a good time to pause and consider some common year-end estate and financial planning issues. As mentioned in this article from Healthcare Professionals Network, here are some things you should consider prior to the end of the year:
A little foresight and planning can make sure this year ends on a good note from an estate planning and financial planning perspective. If you have any questions, be sure to contact an estate planning attorney or financial advisor for assistance.
Reference: Physician’s Money Digest (October 17, 2014) 10 Financial Planning Tips for Year-end“