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Is Your Estate Plan Aging as Gracefully as You Are?

Is Your Estate Plan Aging as Gracefully as You Are?

An estate plan isn't a static document. You need to review and revise your plan over time because what's important when you're a young adult just starting out likely will be different from what's important when you're retired.

 

2021 Promotions

FIRM NEWS

2021 Promotions

2021 Promotions

Congratulations! Lumsden McCormick is pleased to announce promotions effective January 1, 2021.

 

2020 Year-End Tax Planning Guide for Individuals

E-BOOKS

2020 Year-End Tax Planning Guide for Individuals

2020 Year-End Tax Planning Guide for Individuals

As the year-end approaches, individuals, business owners, and family offices should be reviewing their situations to identify any opportunities for reducing, deferring, or accelerating tax obligations. Areas that should be looked at in particular include tax reform provisions that remain in play, as well as new opportunities and relief granted earlier in 2020 under the CARES and SECURE Acts.

 

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