Getting ready for New Year’s resolutions.
This time of year, the New Year’s resolutions begin. For some people that means 2014 will be the year that they finally embark on making an estate plan. For those of you who already have your plan in place, you might suggest to your friends and relatives that they, too, get their affairs in order. I like to tell potential new clients about some things they should bring with them to an initial consultation. It helps clients to start to think about key issues and it’s helpful to me if people come prepared for a meeting. For starters, I ask people to bring a list of their assets so we can...
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