We know that estate planning is easy to put off, but whether you have been procrastinating for years, need to adjust your beneficiary details due to life changes, or simply have no idea what your old documents actually say, it remains a critical element of your financial success. To help you get organized, we’ve developed a checklist of 19 key considerations designed to guide your preparation and review.

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review.

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.

There are lots of important numbers that we need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference.

This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.

Careful investment planning is essential but can be quite complex. Performance is just one consideration when reviewing your portfolio. Factors such as diversification, taxation, and fees can have a dramatic impact during any economic climate.

To assist you in reviewing your investments, we have a checklist that outlines over 25 key considerations to guide your analysis.

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.