Spring Cleaning from an Estate Planning Perspective
Springtime after a long, cold winter means it is time to discard unwanted papers and clutter. As we age, we tend to hold onto things longer and the piles multiply. It is difficult to decide what to discard. Although you may have other reasons for holding onto certain items, in the spirit of spring cleaning, we offer the following guidance on what to keep and what to discard from an estate planning perspective: