Don’t we all have something that keeps us up at night? In the CPA world it probably revolves around tax season and did we get that return filed or extended! For our clients (by the way, that’s you) it is the same kind of things.
Are my taxes filed? When was the last time I changed the oil in the SUV? Is my neighbor really hitting on me? Is my estate plan up to date just in case?
You can be sure that Hutchinson & Walter can assist you with some of those concerns. Assisting you in filing your taxes is one of the things we do most often — and we do it with Caring, Competence & Value. In addition, we can consult on your current estate plan and where there might be areas that need addressing.
Some estate planning has nothing to do with crunching numbers or determining taxes that might be owed to the State or Uncle Sam.
Having simple things like:
1) A list of people to contact if something should happen to you or your spouse.
2) Making sure that if the house catches fire, your important documents are in a safe place.
3) Gathering the kids together and figuring out who will get mom’s china or dad’s WWII canteen collection.
4) Making sure that your will is still relevant to your situation and that you have both durable and medical powers of attorney documents executed.
These things will help you sleep better at night and when you sleep better at night, you are a happier client.
On one occasion when I did get a good night’s sleep, I dreamt that Lucille Ball and Franklin Delano Roosevelt both lived on my Cul De Sac — I like it when entertainment and history combine.
Thanks for listening and I will talk at you again.