Look Ahead and Prepare

April is the NYSBA's Financial Wellness Month and a perfect time to revisit your financial choices. Now that our taxes are done, or placed on extension (no shame - yes I've been there), can you take a POWER HOUR* to review your estate plan, investments, pending larger financial obligations and long term goals?

This is a great time to engage or visit your financial advisor. If your current advisor is not someone you enjoy being honest with, then switch because - There's NO Contract here!

And, in my experience, way too many attorneys don't have an estate plan or have one that is outdated. (nothing like being the shoemaker's kids with no shoes). Don't be caught leaving your loved ones barefooted and confused. 

And, while we are on this side of the earth and not the other, an up to date Power of Attorney is imperative.

*POWER HOUR - A great way to get organized without getting overwhelmed. Reach out to me if you are curious or need help.  

#Attorneywellness #attorneywellbeing #legalprofession 
New York State Bar Association