End of Year Financial & Legal Checklist

16/11/2024
End of Year Financial & Legal Checklist

Listen "End of Year Financial & Legal Checklist"

Episode Synopsis


As the year draws to a close, it's crucial to take stock of your financial and legal affairs. In this episode, we'll guide you through essential tasks like reviewing your investments, tax planning strategies, and estate planning considerations. We'll also discuss important legal documents to revisit and potential legal implications of year-end decisions.