End of Year Planning
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate planning is tidied up before possible new legislation changes. Be sure to take into consideration loss-harvesting, capital gains, income taxes, deductions, and tax-free gifts. Review your documents for any changes that need to be made regarding beneficiaries and/or agents. If you don’t already have an estate plan, it is not to late to create one.
-Emily A. Helmick, Esq.