Beyond Bulls & Bears

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning
Wealth Planning

Year-end estate planning: Strategies for maximizing tax benefits and legacy planning

With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.

Get a jumpstart on year-end planning with this useful checklist
Wealth Planning

Get a jumpstart on year-end planning with this useful checklist

Year-end can be an opportune time to review finances, rebalance portfolios, and possibly reduce taxes. Our Bill Cass shares some highlights from a year-end planning checklist.