Estate Planning Check-Ups
A common misconception is that estate planning only applies to the wealthy or those that will owe taxes. We recommend that all clients review their estate plan documents with the same regularity as they would their own health. \n\nMany people see their doctor for a check-up annually. Consider your estate plan the same light regardless of your net worth. This podcast explains the benefits of looking at your estate planning each year. \n\nHawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. \n\nWe have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa- hq/podcast/