In this newsletter, we often talk about the value of planning ahead, but with the unpredictable year we’ve just experienced, making plans can feel discouraging. Life looks a lot different than we expected it to look at this time last year. However, there are some upcoming changes that we can anticipate and those involve President Biden and his administration. Brian Jenney outlines several tax strategies that can help you get ahead of new legislation and Will Sanford shares an example of optimizing your estate plan to take advantage of today’s market and climate.
I think of my grandkids and like many of you, I am increasingly grateful for my family with each day the pandemic continues to affect our lives. Implementing or reevaluating an estate plan is one small way to assert some control during this crazy time and make an impact on the future of our loved ones.