If you are going on a family vacation this summer, you probably have a to-do list that needs to be completed before you leave. Your list might include: packing your bags, confirming hotel rooms, and paying a friend to watch your house and water your plants. However, there is one task that is arguably more important than all the others, and it is typically the most overlooked. That task is to review and update your estate plan with your CPA, estate planning attorney, and financial advisor.
If you listen to the radio or watch the news, you know that traffic accidents occur every day in the Cincinnati and Northern Kentucky area and often someone dies or is seriously injured.