Signature Tax Event 2022 Deck FINAL | Page 51
Other Year End Considerations
• Rebalance your retirement and investment portfolios
• Review and Update Beneficiaries
• Update Wills , Trusts and Estate documents
• Review your insurance coverage
Life Insurance Long-Term Care Insurance
Signature Tax Event 2022 Deck FINAL | Page 50
Signature Tax Event 2022 Deck FINAL | Page 52