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How the New Year Affects Planning

A new year is a wonderful thing. It give us a fresh start—a chance to continue good habits, break old ones, or create new ones. For many people, New Year’s resolutions include going to the gym consistently, reconnecting with old friends and family, or saving money. For others, a resolution might even include getting their estate affairs in order. If you’re wanting to get your estate affairs in order, where should you start?

First, reflect on the last year. Have you had any major life changes such as marriage or new family? If so, these life changes can affect beneficiaries or nominated agents in an existing plan. In addition, consider whether you acquired any new assets in the past year. Annuities, life insurance policies, real property, personal property, or bank accounts are all assets that should be included in your plan.

If you happen to own a business, please remember to conduct your annual meeting, memorialized by written meeting minutes, and don’t forget to timely file your annual report with the appropriate state agency.

If we can help amend your current plan or coordinate assets, create a new estate plan, or assist with your annual corporate requirements, let us know. We’ll do all the “heavy lifting” and guide you every step of the way. If you’re interested in scheduling a complimentary consultation, please contact us at (813) 244-7758 or


Ross Spano

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