Do You Have a Plan for 2018?


As we begin 2018, it is important to review your yearly “to do” list. A New Year gives you an opportunity to take stock and plan for the future.  Here is my list below in hopes that it will assist you with your plan for 2018:

  • Review your Business Plan – Make Changes Where Needed
  • Incorporate your Business
  • Protect your Personal Assets through Reorganization
  • Review your Insurance Coverage
  • Protect your Business Records
  • Make a Will
  • Execute a Statutory Durable Power of Attorney
  • Execute a Directive to Physicians
  • Execute a Medical Power of Attorney
  • Designate a Guardian in the Event One is Needed
  • Review Bank Accounts to Determine What Happens in Case of Death
  • Check Beneficiary Designations on your Insurance Policies and Investment Accounts
  • Get a Complete Medical Check-Up
  • Save 10% of your Income each Month
  • Pay Off Your Debts
  • Spend More Time with Family
  • Set Personal Goals for 2018
  • Organize Your Estate Plan

Hubbard and Rotthier, Attorneys at Law has been providing legal services to individuals and businesses in Kingwood and the Greater Houston Area for over 30 years. The hallmark of his firm is providing high quality legal representation designed to address legal matters and achieve results fairly and efficiently. As you’re going through this list and getting your affairs in order for the new year, please contact us if you need assistance with any of these legal matters.

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