Winter is upon us and it is a great time to re-organize your family’s important documents. Our world and especially our economy are constantly changing. You may wish to review your Estate and Financial Plans for additional amendments and/or changes you may have missed or that have become necessary over the course of the last year. Additionally, if you own your own business, there may be planning options that we offer that will reduce your exposure to adverse risk and minimize your tax liabilities.
If you have received additional assets through inheritance or through purchases, those items may impact the current financial arrangement of your Estate and Financial Plan. Remember that you want your assets to work hard for you. After all, you have worked hard enough to gain those assets!