It is 2013! The estate planning frenzy of 2012 has passed and as I draft this article, we don't know what the new law will be; however, there are still plenty of opportunities to stay on top of your estate planning affairs. My top three are:
1. Determine if you are properly insured.
2. Revisit your financial/retirement plan (or make one) and verify that you are doing all that you can to make it work.
3. Confirm that your current estate plan does all that it was designed to do.
As to the first two items, our community is blessed …