Happy 2017, friends!

I hope your year is off to a great start! Here at the Law Office of Lorie L. Burch, we are getting back into the swing of things helping to educate people on the importance of Wills & estate planning as well as ensuring our current clients have followed through on their post-signing planning.

If you are a current client, please make sure that you complete any beneficiary designations I recommended and fill out the Will Memorandum: CLICK HERE FOR MEMORANDUM

Also, I am co-hosting a tax & estate planning seminar for current clients and the general public. Details are below, so be sure to invite your family, friends, coworkers, and neighbors!

Getting this legal planning in place is a GREAT New Years resolution!

Hope to see you soon!

Lorie signature

TAX & ESTATE PLANNING SEMINAR!

Can tax and estate planning be fun AND educational? You bet it can! 

Get 2017 off to a great start and join me and Jeff Beckley, CPA, for our Tax & Estate Planning Seminar on January 26 at 6 pm.

Topics Include:
Wills & Estate Planning
* Overview of essential planning
* Why online forms don't cut it
* When to update

Tax Reform: What It Could Mean for You and/or Your Business
* Likelihood of reform
* What needs reform
* What will be reformed & how

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This newsletter provides information of a broad general nature only.   
The information contained in this article does not constitute legal or tax advice.