New Year Resolutions
- January 29, 2024
- David Greene
- Comments Off on New Year Resolutions
Well, Christmas is over and we have rung in the New Year. During this past week many people made New Year resolutions. Did you make any? Most of these deal with either working on a healthier and better body or improving your lifestyle. I have two suggestions for resolutions to give you peace of mind and make the lives of your family and loved ones better. First, if you have unpaid taxes or unfilled tax returns, give yourself and your family peace of mind by letting me or another tax professional resolve your tax situation. There is always a resolution and I can help you find the best one. The IRS is very receptive to workable solutions and will help. The second is to create a Family Trust so that your assets will be passed to whom you want when you want and there will be no probate. This gives your surviving loved ones tremendous peace of mind. You do not have to be rich to benefit from a trust.