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If your email inbox, and even your actual mailbox, is any indication, year-end must be right around the corner! You’ve likely already started receiving reminders, tax tips, charitable giving strategies, and appeals from organizations you care about.
You’ve probably begun reminding clients about year-end tax deadlines and important loose ends to tie up before 2027 arrives. Remember, though, that even if you’ve already mentioned year-end deadlines, it’s worth continuing those reminders.
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of it, and you may know that this year's observance takes place October 19 through 25.
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