At the start of the year, it's crucial to reflect on your estate planning goals and resolutions to ensure financial and personal affairs are properly aligned.
One of the most vital resolutions is to update your estate plan regarding life changes like marriage, divorce, or the birth of a child to ensure accuracy.
Review and reassess your financial situation at the beginning of the year, including asset valuation and debt management, to keep your estate plan effective.
Ensure your retirement planning is well integrated with your estate plan to safeguard your financial future and support your beneficiaries effectively.
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