As we approach the close of another year, it’s a great time to pause, reflect, and make sure you have elevated the tax-planning strategies that may be appropriate for your situation. This season often brings a flurry of personal and financial activity, and a little planning now can go a long way toward reducing surprises when tax time arrives. Below are a few high-impact reminders and updates as you look toward year-end planning and the year ahead.
Beneficiaries, Titling and Real-life risk
It happens all too often: An individual takes the time to make difficult decisions, implement estate planning strategies, establish a trust—all the right things. Yet, following the person’s death, the estate is still subject to probate and assets pass to unintended...
