Recent significant studies point us to a compelling conclusion and powerful message: Serious mental decline is not an inevitable part of aging. Your short- and long-term brain health is in your hands, and you can lower your risk of dementia by about 60% if you take actionable steps now.
One often-overlooked aspect of estate planning is how to distribute unusual or unique assets. What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.
It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.