Broker Check
With all of the tax changes

With all of the tax changes

November 18, 2021
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With all of the tax changes and potential tax changes to come, I strongly recommend that you sit down with me to review your financial plans related to gifting, estates, and beneficiaries. Remember the first 30 minutes consultation is free! Call our office for an appointment as soon as possible, as the appointments fill up fast this time of year.