Ask people when “tax season” is, and many will say spring.
That’s when the documents get gathered, the appointment gets booked, and the return gets filed. It’s
You know the season. Envelopes in the mailbox, messages in your inbox, and a cashier asking if you'd like to round up for a good cause.
And somewhere between
It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.
The only
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.
Depending on the article, they sound like a college fund, a
Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
