Your Estate Matters Newsletter, Vol. 24.4

December 4, 2019

This issue’s articles include:

Family Get-Togethers Could Be the Perfect Time to Talk About Your Estate Plan
Want to Leave a Lasting Legacy?
Tips for Healthier Recipes
The 7 Goals of an Effective Estate Plan
Can You Guess this Legacy?

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

The Importance of Having an Estate Plan

We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan … [Read More...] about The Importance of Having an Estate Plan

Tis the Season for Giving

Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize their income tax deductions. Creating a … [Read More...] about Tis the Season for Giving

Tax Planning for 2023

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too … [Read More...] about Tax Planning for 2023

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