End of Year Estate Planning Actions to Consider
Now is a great time to schedule an appointment to review your plan. And if you are like 60% of the country without a Will, it is a great time to scratch "get a Will" off your to-do list. Call me at 513-815-7006, email me at mccarthy@danmccarthylaw.com, or visit my webpage at bambizm43.sg-host.com/ to schedule your appointment.
End of Year Estate Planning Actions to Consider
As 2023 winds down and the holiday season ramps up, it is a good time to consider several estate planning actions.