This serves as a follow-up to last letter regarding the estate and gift tax legislation. The sketch above is provided by Carl Richards, author of “The Behavior Gap – Simple Ways to Stop Doing Dumb Things with Money.”
Crafted simply with a black Sharpie marker, the message is profound!
Many people are encouraged to see how their goals and desires can be better accomplished through effective planning. Whether your legacy includes family, charity, a combination of the two, or otherwise, our job is to help develop a plan that gives you the greatest chance of success.
We have had the opportunity to spend the last 15 months working with many clients in taking advantage of the current estate and gift tax exemption limits in place through December 31, 2012. The reward is found in comfort that our client’s legacy will continue long into the future per their desires.
If you have not evaluated how this applies to your specific circumstances we urge you to call our office and schedule a meeting. While the future economic / legislative climate is unknown and our crystal ball is cloudy, it is loud and clear that today is a great time for planning.
Let us show you the way!