affordable-care-actThis check-list would be incomplete if you are not reminded about open-enrollment for many health insurance plans, in general, and the Affordable Care Act (open enrollment has been extended through March 2014). Even if you currently have health insurance, there may be financial advantages to reviewing the costs associated with the ACA. This is particularly true for blended families, those where an ex-spouse continues to be covered or where you are straddling being on Medicare, but have children to cover. This checklist provides a starting point.

For more information, contact an estate planning professional for a comprehensive review of your plans.