For many, the end of the year is a time for reflection and taking steps to start the new year in the best possible position. That is why so many people make New Year’s resolutions, essentially due to their inner reflections. Some of the matters people reflect on...
Month: December 2021
Refining your estate plan: 3 tips for 2022
As a new tax year arrives, it’s a good time to look at refining your estate plan. Policy changes often start at the beginning of a new year, and you may have changes in your life that could influence if your estate is or is not taxed. On top of that, you may want to...
A closer look at fiduciary duties
Estate planning is an important process that offers security for you and your loved ones. Ultimately, only you know what your final wishes are, but you will most likely have to rely on professionals to ensure that they are carried out. Professionals who are placed in...