This time I have two simple issues for you to review.

First, update your will. Estate Tax Law is changing all of the time. If you have not updated your Will, Living Will, Florida Medical Surrogate, or beneficiary designations, now is the time to do so.

Second, check your credit report. There are a number of free annual services that will provide one –time to look at your credit picture at no charge. Please look at everything carefully to make sure the information reported is accurate.

One more installment of your Financial Checklist is in the wings.

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