Now that Tax Season is Over…

With tax season behind us, we have started to reflect on the amount of people that we saw in our office and
some of the stark realities that we discovered while serving the public. Estate planning is not a sexy topic. But that’s why, as we’ve been preparing people’s tax returns this year, we came to realize that because it’s not a sexy topic, it’s almost completely non-existent in our community. How do we know that from doing tax returns? Because estate planning is all about titling. There are many, many options for estate planning, but generally speaking, there are three basic options that most people fall under.

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