End of Year Checklist

The end of the year is also a good time to review your finances and future plans. Here is a short checklist of items to review before December 31.

• Visit your attorney to update your will or trust if you have moved to a new state, married or divorced, given birth or adopted children, received an inheritance or other money or had a change of plans.
• Review and update beneficiary designations on all retirement accounts and insurance policies.
• Check to see that you have all of the important documents in place including durable powers of attorney, healthcare powers and advance directives.
• Review and make any changes to guardians for minor children.