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 IRS’ Annual Warning: The 2023 Dirty Dozen

As another tax season closes, it’s a good time to review the list of “Dirty Dozen” tax schemes published by the Internal Revenue Service for the year. … [Read More...] about The IRS’ Annual Warning: The 2023 Dirty Dozen

The Joy in Joint Trusts

Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations inherent in the … [Read More...] about The Joy in Joint Trusts

How Tax and Non-Tax Considerations Impact Estate Planning – Part II

People often believe that Estate Planning is a “simple” process designed only for those whose estates will exceed the Applicable Exclusion Amount of … [Read More...] about How Tax and Non-Tax Considerations Impact Estate Planning – Part II

Monday	7:30 AM - 5:00 PM
Tuesday	7:30 AM - 5:00 PM
Wednesday	7:30 AM - 5:00 PM
Thursday	7:30 AM - 5:00 PM