Check out our top blog posts from January 2023! Click the links below to read any of the articles you may have missed:
3 Ways To Test-Drive Retirement
Retirement is sometimes defined as what one leaves behind – a career, demanding clients, job stress, the daily commute, and the grind. But for retirement to be fully satisfying, according to many experts, one needs to retire to something, not just from something.
Click here to read the full article.

How Likely Are You To Be Audited?
A new report from the Transactional Records Access Clearinghouse (TRAC) makes some provocative observations about IRS auditing in recent years.
Click here to read the full article.

Should You Be Worried About A 2023 Recession?
Are you worried that we might be looking at a recession in 2023? If the answer is yes, you are in good company. Most economists at trading firms and investment firms surveyed by The Wall Street Journal expect a recession to begin in 2023 or 2024.
Click here to read the full article.

7 Essential Documents For Proper Estate Planning
A surprising number of people have not yet attended to their estate planning. Perhaps this is because estate planning has become much more complicated in recent years, even though the burden of taxes at death has declined. Estate planning now usually covers medical and financial decisions before the end of life, as well as after death.
Click here to read the full article.
If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or connect@lptrust.com.
This newsletter is provided for informational purposes only.
It is not intended as legal, accounting, or financial planning advice. The