Tag Archives: estate planning

Tax Changes for 2017: A Checklist

Order Checklist criteria Clipboard Questionnaire Form ListWelcome, 2017! As the New Year rolls around, it’s always a sure bet that there will be changes to current tax law and 2017 is no different. From health savings accounts to tax rate schedules and standard deductions, here’s a checklist of tax changes from your accountant to help you plan the year ahead. Continue reading

Special Bequests for Special People in Estate Planning

 

estate planning adviceToday’s blog post for Lahrmer and Company, LLC is provided by our friends at Gateway Financial:

Having a Last Will and Testament can help ensure that your estate is distributed according to your wishes. Yet almost two out of three Americans have not taken this important step. Continue reading