Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow! Don’t wait to start your planning in December, and for heaven’s sake don’t wait until April 2022! We’ll update you on the Biden Tax Plan along with probable tax changes on the horizon, and give you concrete tips for taking action NOW to protect your hard-earned money from higher tax rates to come.
Are you prepared for the legal & financial issues involved in caring for an aging parent? Do you have an asset management plan?