Newsletters
2024 News You Can Use
Click the image at right or use the link below to download our newsletter. You’ll find valuable information, including five important changes that could affect your assets in 2024, including:
1. Potential Shortening of the Lookback Period for Community Medicaid
2. Getting Ahead of Changes to Estate Tax Rates
3. Understanding Gifts & IRS Revenue Ruling 2023-2
4. Updating Beneficiary Designations
5. SECURE/SECURE 2.0 Affecting Retirement Accounts
Use our helpful Estate Planning Checklist and don’t miss the delicious soup recipe from one of our client farms!