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And Just Like That, 2023 is Over: Preparing for 2024
Manage episode 389067889 series 3434332
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As 2023 draws to a close, we gear up for a busy holiday season and start planning for 2024 (#FutureFocused). On this week’s episode, Partners Erin Nicholls and Michael Clear highlight a few things that clients and advisors should focus on as we near the end of the year, including putting the finishing touches on estate plans, making annual exclusion gifts, charitable donations, and required minimum distributions from IRAs. Tune in to learn more and check back in the new year for fresh episodes on even more interesting, sophisticated estate planning strategies.
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