Leaving a Legacy | Changes That Could Affect Your Estate Plan
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
Join Synergy Capital Solutions advisors M. Alex Burns, CFP® and Caryn Fields, CFP® as they discuss planning for your legacy.
Topics of discussion include:
• The 2017 Tax Cuts and Jobs Act
• What the upcoming changes mean for our clients
• Importance of your plan and selecting which professionals to work with
• Three things you can do now to define your legacy
• The importance of working with your professionals to have all your pieces in place
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.