Preparing for a new year: Take time now for a quick estate plan review | Adler Pollock & Sheehan P.C. – JDSupra

Hopefully, you’ve already made certain estate planning provisions this year to protect the interests of your heirs and minimize potential estate tax liability. But that doesn’t mean you’re completely in the clear. You can’t just fill out the paperwork, lock up the documents in a file cabinet or store them electronically, and forget about it. Consider your estate plan to be a “work in progress.”

Source: Preparing for a new year: Take time now for a quick estate plan review | Adler Pollock & Sheehan P.C. – JDSupra

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