Our News
Dear Friends,
The end of the year is approaching and if Congress fails to enact new tax legislation, there will be many changes that impact your planning starting in January. For more information you may click here to download a document that summarizes potential Tax Changes in 2013. Please review this information and let me know if you have any questions. Because these changes may impact your future plans, we recommend that you take this opportunity to talk with your tax and estate planning advisor. If you decide to update your plan, please contact us. We have a number of free resources available that may help you with your planning including the online Wills Planner and downloadable Wills Guide. Please also let us know how we can be of assistance to you in your end of year or future planning. Thank you again for your support which helps us continue our work.