Five changes that could affect your assets in 2024

Written By Sarah Bilofsky

New year, new information!

Download our newsletter for valuable tips, including five important changes that could affect your assets in 2024, including:

1. Potential Shortening of the Lookback Period for Community Medicaid

2. Getting Ahead of Changes to Estate Tax Rates

3. Understanding Gifts & IRS Revenue Ruling 2023-2

4. Updating Beneficiary Designations

5. SECURE/SECURE 2.0 Affecting Retirement Accounts

Use our helpful Estate Planning Checklist and don’t miss the delicious soup recipe from one of our client farms!

Click the image above or download here.

Sarah Bilofsky
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