Check out our top blog posts from September 2022! Click the links below to read any of the articles you may have missed:

Avoiding Retirement Surprises
How long should I plan for? How much will I need? These are questions you need to ask yourself when planning for retirement if you want to avoid surprises down the line.
Click here to read the full article.

Changing Your Domicile for Tax Purposes: Easier Said Than Done
Eight helpful ideas for providing clear and convincing evidence to tax authorities to prove you have changed your domicile.
Click here to read the full article.

4 Major Objectives for a Business Owner’s Estate Plan
For business owners, estate planning is of the utmost importance. Evaluate your plan against these 4 major objectives to make sure you have a durable plan in place for the future.
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 info@lptrust.com.
This newsletter is provided for informational purposes only.
It is not intended as legal, accounting, or financial planning advice.