It’s time to ask yourself: What changed during 2017? A divorce, a birth, a move and other events can affect your tax and estate planning. New tax changes can also alter your current plans. The best way to ensure that your wishes are met is to keep your plan up to date. We can help you create the best tax strategy for your 2018 updated estate plan now and in the future. Give us a call today.
New Year, New Estate Plan Updates for 2018
By Tami Benus|2018-01-23T08:00:12-06:00January 23rd, 2018|Blog|