As we head into the home stretch of 2025, it's time to discuss year-end tax planning issues with our clients. While some questions need to be asked each year, new tax rules and deductions under the One Big Beautiful Bill Act bring new topics to the conversation.



Here is a look at some potential year-end tax planning issues. Of course, each plan should be tailored to the client’s unique situation.

How to Avoid Probate

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When it comes to protecting your loved ones, even small details can make a meaningful difference.

 It may seem simple, but many people either forget to complete beneficiary forms or fail to update them after major life changes. When this happens, assets may not be distributed according to your preferences, and your family could experience delays or additional steps in settling your estate.

The botton Line is you want to avoid probate if possible....

Deciding how much coverage you’ll need isn’t the only thing to think about when purchasing life insurance.

You’ll also have to determine the most appropriate beneficiaries.

You can name three types of beneficiaries on a life insurance policy.