The end of the year can be either one of the most relaxing or stressful times for workers with families. On one hand, you get well-deserved time off from your job. On the other hand, you might have your holidays booked up with your kids, relatives or spouse to celebrate your usual Christmas or New Year’s traditions.
Whether you have time off or you’re spending time with the family, these last few weeks bring an opportunity you do not see often throughout the year. It might be one of the best times to go over your will or trust and make any modifications based on recent events. If you plan to set aside some time near the end of December to review your estate plan, you should keep the following in mind: