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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Caring For Generations
Month: December 2022
Why Social Security Decisions Are Part of Estate Planning
by Ronnie | Dec 21, 2022 | Estate Planning, estate planning documents, Social Security benefits and 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
by Rebecca Geyer | Dec 14, 2022 | advisors, estate and tax planning, Estate Planning
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
by Cara Chittenden | Dec 7, 2022 | charitable giving, Tax Planning, tax planning and estate planning
Many year-end tax planning decisions impact and are impacted by your estate plan.
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