ShindelRock clients may have noticed an extra item in their tax preparation packet from us this season: an estate and trust worksheet. We’re reminding our clients to consider estate planning in 2014 if they haven’t already, and if they have an estate and trust plan set up, to review beneficiary designations for IRA/life ins/pension/annuity on a regular basis and change as needed.
Protect your loved ones with an estate and trust plan, one that considers the taxable consequences of your actions and takes your wishes into account. Call your ShindelRock professional today to get started.