This is the second of a 2 part series on the basics of estate planning. In the previous installment, we addressed the 7 documents in a basic estate plan. This installment will focus on key decisions and pitfalls. 

The birds are chirping, the sun is shining longer, you planted a new garden, and your thoughts are turning to spring cleaning your finances… wait, what?  Spring cleaning typically focuses on physical assets, such as the drapes, the carpets, and the kitchen drawers.  However, you may find that tidying up and decluttering financial assets and digital information also brings joy and enhances your sense of well-being.  This article highlights five boxes that you should check when pondering how to spring clean your financial goals.

“The economic recovery is not yet complete, but the sharp rebound has been surprisingly positive, and thanks to the tailwinds of elevated savings levels, vaccine distribution, and an eagerness to resume social activities, forecasters are anticipating the coming quarters will reflect some of the highest levels of  in economic growth decades.”