Check Your 1099's
Tax season is just around the corner. If you have a trust plan with our office, please check all your 1099s that you are getting in the mail. They should all state the name of your trust. Some exceptions are IRAs and some annuities which should have your trust as the beneficiary. As always, if you have any questions, please contact our office. If necessary, a complimentary funding review meeting may be scheduled with Lisah. Please call the number below to make an appointment.
We have some new client education topics for this coming year. Details on these seminars will be mailed throughout the year.