As the pace of the season begins to slow in our region, it offers a timely moment to reflect, recalibrate, and focus on thoughtful planning conversations. Whether you’re navigating clients’ complex life events, exploring advanced planning strategies, or responding to changes in the tax landscape, your role is critical in shaping outcomes that benefit both your clients and the community.
This month, we’re taking a closer look at three topics that may be gaining traction in your client conversations.
In this edition:
- Tax Season Offers an Opportunity For Conversations
- What Happens to Charitable Assets in a Divorce?
- Planning with Charitable Lead Trusts
