
Summer’s a Perfect Time for Estate Planning Discussions
While you may not have federal estate and gift tax issues looming in your future, you may have other concerns you want to address to protect assets and provide for your family and others.

While you may not have federal estate and gift tax issues looming in your future, you may have other concerns you want to address to protect assets and provide for your family and others.

For those who are fortunate enough to accumulate wealth, passing it along to future generations and donating it to charitable causes are important and laudable financial goals.