END THE YEAR ON A HIGH NOTE WITH UP-TO-DATE TRUST-BASED ESTATE PLANNING

END THE YEAR ON A HIGH NOTE WITH UP-TO-DATE TRUST-BASED ESTATE PLANNING: (Finally) Finishing Your Tax Returns Is NOT the Final Step You may already be done with your tax returns (or maybe you even finished them in time for the April deadline!). October 16, 2017 is the deadline to file your 2016 federal and state income tax returns. But even after your returns are filed, there are still a few items on your financial to-do list. If you have reading these articles, you probably already know about the importance of a trust-based estate plan (hopefully, you will contact us soon to get us working on one with you). If you already have a trust-based estate plan, you are on the right track to g

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