We just got through Halloween, so it might seem early to think about your 2023 taxes, but it really is the perfect time to look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end tax planning isn’t a last-minute activity; it’s a series of […]
Author: Tim O'Brien
10 Events to Review Estate Plan 2
As we talked about last week, many view estate planning as something you complete one time and then check off your to-do list for good. But the reality is that to keep your estate plan working for you, your plan needs to change when your life changes. To make sure any big changes in your […]
10 Events to Review Estate Plan 1
You may have thought that creating a Will or Trust is a one and done experience. You check that box and then your family and assets are protected forever after. Many lawyers out there work this way, so it’s not surprising that many people think this. After all, you worked with a lawyer, they drafted […]