Tax reform looms high on the nation’s political agenda, but waiting to implement important estate planning strategies until changes are announced may not be in your best interest. That’s because estate planning is a vital component of any comprehensive financial plan designed to protect your assets and loved ones—now—and in the future.
Working with a wealth advisor well-versed in trust and estate planning can help ensure today’s needs are addressed and the strategies you implement offer the flexibility to accommodate future opportunities and changing circumstances.
If you’ve been waiting for the right time to put a plan in place to pursue your financial or estate planning goals, that time is now. Give us a call to talk about your goals and concerns.
Cetera Financial Specialists LLC does not offer legal advice.