If you finally got around to making that estate plan, you should feel proud of yourself. You have given a great gift to your loved ones, and they will certainly be grateful to you. However, did you remember all of your loved ones in your will? Despite the unconditional devotion pets give us, people often overlook them when making an estate plan.
Estate planning is an opportunity for you to make the most of your hard earned money. This process allows you to review your assets and tax obligations. It can provide an opportunity not just to put together a plan to transfer assets, but also to discuss potential tax savings steps that you can take right now.