Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
- Tis the Season for Giving - February 1, 2023
- Tax Planning for 2023 - January 25, 2023
- Now That Mid-Terms Are Over, Let’s Talk Taxes - January 18, 2023