It is TAX time. This time of year is anxiety producing for me. I remember my dad also being anxious at this time of year. I think self employed people have more work to do to prepare for tax season.

An estate plan is also very important for you and your family. There is a collection of documents that are needed to ensure that your wishes are carried out upon your passing. I will never forget the line"It is important to die correctly"

It is also important should you become incapacitated. Wills, trusts, durable power of attorney, healthcare proxy, and a living will are all documents that each one of us of a certain age should have. A general letter of instruction to your family is also a good place to start. Every state has their own estate laws.It is very important to consult with an attorney. Should you move to a different state, please get your documents updated in the new state.

If you need an estimate of value on your real estate, please contact me. It would be my privilege to assist you with this at no cost or obligation. Usually a price opinion from a licensed real estate professional will suffice for tax planning,