New year, new estate plan updates
It's time to ask yourself: What changed during 2017? A divorce, a birth, a move and other events can affect your tax and estate planning.
New tax changes can also alter your current plans. The best way to ensure that your wishes are met is to keep your plan up to date. We can help you create the best tax strategy for your 2018 updated estate plan now and in the future. Give us a call today.
As always, feel free to pass this Tip along to friends, and reach out if you need help with your personal tax and finance situation.
651 Via Alondra Suite 715
Camarillo, CA 93012
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