Use Your Tax Refund For Estate Planning

11 January 2012 Categories: All Blogs, Estate Planning

Will you be receiving a refund on your tax return this year? We always encourage our clients to plan for their family’s future. The first step in doing this is to create a plan for your estate. McNulty & Associates suggests that everyone at least have the following documents:

  • Last Will & Testament
  • Living Will
  • Durable Power of Attorney for Healthcare
  • Durable Power of Attorney for Business Affairs

These documents will help ensure your wishes will be carried out and provide direction for your family members. If you have any questions about your estate plan or would like to get started, contact us today for a free consultation! Ask us about discounts for members of the military, police, firefighters, and EMS.

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