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 to help you navigate these issues:
- 2017 Year-End Estate Planning Checklist
- 2017 Snowbird Update
- Taking a Last Minute Distribution from Your IRA? Consider a Qualified Charitable Distribution
- 2017 Tax Update
Contact Cameron Kelly at 715.381.7112 or firstname.lastname@example.org for more information on creating or updating your estate plan.