There are many planning strategies you can take before the year ends to help potentially reduce your 2022 tax liability and maximize your financial plan as we move into 2023. Most investment-related strategies must be complete by December 31, 2022, so it is important to act now.

Thank you to all who joined us for our recent event, Planning a Smooth Estate Transition. We enjoyed an interactive discussion with guests, creating a great opportunity to understand the complexities and importance of a well-planned estate.

Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!