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Tax Time Can Get You Started on an Estate Plan

Posted by Nina Whitehurst | Apr 12, 2018 | 0 Comments

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Preparing for the tax season is also a good way to organize an estate plan.

Since you have to get all of your financial information for the year sorted out and digested at tax time, you can also benefit from your organizing effort by creating an estate plan, according to Forbes in "Make A Better Plan This Tax Season."

When doing your taxes, you are looking at many of the same accounts you would consider when creating your estate plan. That takes care of one step in the process. After that, you just need to gather information about all of your other assets that were not part of your taxes for the year.

For most people, the rest of the estate planning process is relatively simple. You just need to determine who you want to have your assets after you pass away.

An estate planning attorney can work with you to create an estate plan that fits your unique circumstances.

Reference: Forbes (March 19, 2018) "Make A Better Plan This Tax Season."

About the Author

Nina Whitehurst

Attorney at Law Nina has been practicing law for over 30 years in the areas of estate planning, real estate and business law She is currently licensed in Alaska, Arizona, California, Colorado, Oregon and Tennessee. Her Martindale-Hubbell attorney rating is the highest achievable: 5 stars in peer...

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