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January 2020 Generations Representing Generations

NEW YEAR’S RESOLUTIONS – ESTATE PLANNING

By: Joseph T. Kirshy, Esq.

As we’re entering a new year and decade, New Year’s Resolutions and planning for our future is at the forefront of our minds. Many of us are setting goals for developing better habits, checking off bucket list items, and building financial security. Estate Planning is one of the most important to-do items that is often procrastinated or pushed off to another year. It can seem like an overwhelming process, but not with our help.

This month our blog series will answer some of the big questions that come up as you start your journey into creating your Estate Plan.

THIS MONTH OUR TOPICS WILL INCLUDE:

  • What happens if you don’t have an Estate Plan?
  • Healthcare and Financial Power of Attorney
  • Changes to Inherited IRA Accounts
  • Beneficiary Deeds
  • Motor Vehicle Beneficiary (and a 2020 Travel ID Reminder)

Follow our weekly blog series every Friday on social media to learn more.

If you find yourself, a friend or a loved one in need of assistance with creating or updating your Estate Plan, please call OWENS & PERKINS at480.630.2464 to schedule your FREE 30 minute consultation.

Owens & Perkins has proudly been serving the Valley of the Sun since 1967 and we would be honored to put our experience to work for you.

If you missed last month’s blog series click below to learn more about:

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