As we welcome April and the fresh start of Spring, it is a perfect time to revisit your Estate Planning goals. Did you know that April also marks Financial Literacy Month? This is another great reminder that understanding and managing your finances is key to building a secure future.

In our April Estate Planning newsletter — https://bit.ly/4i1Xwfu — see our featured articles:

  • How IRS Layoffs May Affect Your Taxes and Estate Planning
  • Charitable Remainder Trusts: ‘Test-Drive’ Charitable Giving
  • How Estate Plans Can Help Family Members Avoid Legal Battles

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