Dear First Mates,

For this month’s episode, I discuss:

1) New Legacy Planner service through Wealth.com
Through my new partnership with the Wealth.com platform, I can now guide clients in creating their own estate documents. This estate plan includes a will, power of attorney, health care proxy, and revocable trust. 

2) Invoice Email Clarification: You need not take any action as all invoices were previously paid in full. However, Florida requires this informational email.  

3) Knudge: Many thanks to those using the tool. You should have recently received a new Knudge to schedule your Q2 tax meeting with me. 

4) Next Meeting – Q2 Tax Planning with Holistiplan
For this meeting, please use this secure upload link to send me a copy of your 2022 tax return.  

5) RPost Launch: RPost is the tool I use for secure email encryption of client statements, tax forms, and Panoramix report packages. This video explains how to open an email with an attachment.