Estate Plan Checkup
Give thought to your estate plan. How do you intend your assets to be distributed at your death? Federal estate tax may be a factor. Please call us for guidance concerning ways of minimizing estate taxes and probate costs, so that the maximum amount goes to your desired beneficiaries.
Examine Property Tax Bills
Examine your property tax bills and explore the possibility of challenging the valuation.
Budget vs. Actuals
Compare June income and expenditures with your budget. Make adjustments as appropriate to your July expenditures. Make sure you have invested your planned savings amount for June.
Investment Review
Review your investment performance for the first half of the year. Consider reallocating under-performing or low-yielding assets.
