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estate planning tagged posts

Best Planning Ideas 2021

Thanks to L. K. Benson for sharing this blog about planning ideas 2021.

Since March 2020, the world learned just how dangerous the COVID-19 virus could be. We have all been mostly in reactive mode. Offices and schools were closed so we learned to work from home while the kids learned remotely. The markets plummeted so we harvested tax losses and rebalanced portfolios. Tax deadlines changed and stimulus bills were passed. We sorted through pages of new legislation to help our clients navigate the new rules. 

There are significant potential changes looming in the tax and estate planning area. Now is the time to shift back into proactive mode...

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The Benefits of Estate Planning

Get tips on the benefits of estate planning in this issue of my Monthly Item of Value.

Whether you’re starting a family or celebrating your first grandchild, it’s important to plan ahead. You may not be thinking about it just yet. However, wouldn’t you want to know that those loved ones would be taken care of if you weren’t around? That’s where building an estate plan can help.

This month’s eReport explains a few reasons why setting up a will or estate plan now is so beneficial. It doesn’t matter if you’re just starting your family journey or a seasoned veteran. You’ll also learn what to double check in your will to make sure your wishes are carried out exactly how you want. Preparing for the future now will grant you more peace of mind down the line!

Estate plan...

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