The end of each year is full of anticipation and trepidation for the next. And nothing quite causes the latter like knowing that the turning of the calendar brings with it all sorts of changes.
While running down the last few weeks in 2019, it’s prudent to look into tax and wealth management strategies worth pursuing before 2020 rolls around. Depending on your age and the stage of life you’re in, you might use this time to maximize your assets, distribute gifts and donations, or reorganize assets to get the most out of your retirement.
With 2020 fast approaching, take some time to ask yourself these questions about the state of your estate plan and any changes that may be required.