Over the past few weeks we’ve reviewed some things to think about regarding providing for your family’s future and protecting what you’ve worked for. As we enter the New Year, there are also strategies you can think about putting in place that will pass on your legacy. Just as your life changes over time, so can tax laws and regulations. It’s important to review your beneficiary designations and life insurance policies to ensure everything is up-to-date and aligned with your goals. You needn’t have purchased these products with us – we’re more than happy to discuss them with you and give you our thoughts on if they are still aligned with your goals. Call us, we’re always here for you. Happy New Year.
