Start the New Year with gifts
What is the simplest estate planning tool around? Gifting! The New Year is a good time to make substantial annual gifts while you can control the funds with flexibility. Start your year’s tax planning now and reap the benefits and fun of being with your heirs and others as they enjoy your generosity. In 2023, […]
Time to plan for the future is NOW
Many business owners have seen financial success in the past year and, upon review, realize that the value of their assets and businesses are at an all-time high. This makes now the prime time to understand your net worth, get your estate documents in order, take advantage of the lowest exemption amounts, and develop the […]