It’s a New Year! However, we are still in January, which means it is still winter in most areas. And winter means… SNOW! As you find yourself packing your bags to leave for some place warmer, don’t forget to take care of the following before you leave:
• Turn down the heat
• Leave the emergency vet number for your neighbor
• Make certain your insurance policy and retirement accounts have the correct beneficiaries listed
• Update your will or living trust
• Review your Power of Attorney and Health Care Directive documents
• Contact your estate planning advisor to ensure your plans factor in new tax laws that accurately reflect your family and philanthropic goals
As you get everything together, please don’t forget about your Gonzaga family. The “Corporation of Gonzaga” [501(c)(3), Tax ID#91-0236600] may be included in your will, living trust or listed as a beneficiary of your retirement assets or life insurance.
For more information, or our FREE Guide to Wills and Trusts, contact us at 800.388.0881