Personal Tax and Estate Planning Newsletter | March 2023

Personal Tax and Estate Planning Newsletter

March 2023

Our March newsletter covers gift tax returns, using insurance as a financial planning tool, joint ownership in an estate plan, and more.

• Avoid Probate with a Fully Funded Revocable Trust
• Why you Need an Inheritor's Trust
• A Spendthrift Trust: A Prudent Option    
• Using Life Insurance as a Tool in your Financial Plan
• Why Filing a Gift Tax Return may be Necessary
• The Ins and Outs of Joint Ownership in an Estate Plan
   

View the March newsletter.