MESSAGE FROM OUR OFFICE
January begins a new season.... tax season. It may not be a favorite for everyone but, ready or not, here it is.
One of the advantages of tax season is that it gives you an opportunity and almost requires you to do a review of your finances and your personal situation. That in turn can be a good opportunity to review your own estate planning, including your financial planning.
We encourage folks to take this opportunity to make an appointment to have us review your estate plan, make sure your documents are up to date, and make sure that your financial assets are properly titled, for your best benefit.
We look forward to seeing you soon.
Grosskopf Law Office, LLC