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Trust Funding & Estate Documents: Last Call for Updates Year-end is the perfect moment to make sure your legacy plan actually matches your life. Most people have a trust…but haven’t properly funded it or updated key documents. That leaves assets exposed and intentions unclear. Before Dec 31, review: • Trust funding status (are your assets

Last Call: Tax Moves You Can Still Make Before Dec 31 There’s still time to reduce your tax bill—if you take action now. Year-end is when business owners and high-income earners can secure some of the biggest planning wins, including: • Accelerating deductions and delaying income • Year-end retirement plan funding • Bonus depreciation +