Approaching the End of the Year

As unbelievable as it seems, this is the final eight weeks of 2016. The next few months will be a blur of holiday planning, shopping and events that will keep a family busy, busy, busy.

Remember to put on your calendar a note to locate, to organize and to review your important documents. Tax time will soon roll around and rather than waiting until the final days of December (which will be far too busy anyway) – NOW might be a good time to:

Review your financial documents and make any adjustments;

Meet with financial advisors and CPAs;

Begin to consider any asset allocation changes for tax planning purposes; and

Review all your estate planning documents.

If you do not have an estate plan, consider the pros and cons of developing one. ( See my Infographic about having a will vs having a trust)

Do any of the following describe a 2016 event in your life?

  •  Acquired significant assets;
  • Began to plan for retirement;
  • Planning to adopt a child;
  • Made a change of lifestyle;
  • Moving/moved to another state;
  • Are in the process of a divorce, marriage or remarriage;
  • Going into business;
  • Planning to exit a business;
  • Starting a family;
  • Experiencing a significant change of health;
  • Had a death in the family;
  • Changed jobs/lost a job

Then… now is the time to meet with an attorney who can advise on how to start the estate planning process; alter your estate plan; review your legal documents/contracts and discuss your future alternatives.

Keep in mind that without a Will – if anything happens to you – your assets, your family and your future might fall into the “default” position of having the state decide for you.


“Working to Preserve Your Wealth and Protect Your Future…in a Constantly Changing World”

Please read by Full Disclaimer and “How I Can Help Your”

Visit my website: for more articles and interesting  infographics



About Attorney Barbara Ann Dalvano

Attorney in Denver, Colorado with extensive practice experience in the areas of Estate Planning, Wills and Trusts, Business Succession Planning, Probate, Contract Law.

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