« Back
-
July – December 2023
New Year: New Plan.
Checklist: CTA Reports.
Recent Developments:
- Billionaire’s Tax.
- Conflicts.
Planning Potpourri:
- Will Contract.
- Pre-Mortem Probate.
- Cybersecurity.
New Year: New Plan
- What should you be thinking about now? Yeah, that New Year’s party is more fun than thinking about estate planning, but perhaps it is really time to get your planning in order. New Year’s is a great time to not only commit to going to the gym, but cleaning up your planning. Whatever your situation, there are likely really important steps to take. This newsletter will focus on many of them. And please don’t use the common excuse “nothing has changed.” What in the world remains the same as only a few years ago?
Read more »