Day 22 of the Legacy Notebook Series
Today is a super easy day. All you need to do for your legacy notebook today is track down a copy of your most recent tax return.
If you’ve ever filed a gift tax return (form 709), I suggest you add that return to the notebook as well.
Today’s Action Items:
- Add your most recent tax return to your notebook.
- If you have ever filed a gift tax return (form 709), it is helpful to have that handy for reference too.
- Woohoo for the weekend! Hope you can enjoy some sunshine and fresh air today.
thanks for reading,
P.S. Looking for the rest of the series? You can find it here.
Stronger Wallet’s Legacy Notebook series information is intentionally general in nature and covers typical scenarios. You may have special circumstances that need to be considered. Always consult a trusted advisor before making big decisions about your financial legacy. Feel free to send me questions along the way at lesley[at]strongerwallet.com.
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The guide includes everything you need to get started: a cover sheet and divider pages to set up your notebook, an overview of each topic, checklists, worksheets, and writing prompts to guide you through the process.