Estate planning may not be at the top of most people’s minds during the holidays. But it is important to check things twice before moving on to 2018 New Year’s resolutions. For many of us, this includes updating our estate plans, figuring out what’s happening with taxes, determining whether to take a distribution from your IRA or deciding if you should go to a warmer climate to escape Minnesota’s winters. Check out the series of articles authored by Cameron Kelly and Jesse Beier to help you navigate these issues:

Contact Cameron Kelly at 715.381.7112 or ckelly@lommen.com or Jesse Beier at 612.336.9339 or jbeier@lommen.com for more information on creating or updating your estate plan.