Our next blog post series, written by Pat Walsh, CPA, Tax Manager, addresses the 10 estate planning issues that you should consider. The first installment discusses key areas like beneficiary designations, estate planning documents including wills, power of attorney and health power of attorney, and 529 or educational accounts.

https://www.smccpa.com/blog.php

If you have any questions about estate planning, please call your tax advisor at Sharrard, McGee & Co., PA at (336) 884-0410 in High Point or (336) 272-9777 in Greensboro.