Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Plan to Start the Year With an Updated Estate Plan
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Month: December 2022
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.
Estate Planning Attorney Advises What and What Not to Say to Grievers
Comforting ciients who’ve lost a loved one is challenging, but it is important to help others cope with grief.
Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand
Many year-end tax planning decisions impact and are impacted by your estate plan.
