Make A Plan: If you’re like most people, you’ve probably entered this year with a burst of anticipation
and motivation to make new changes and positive resolutions.

This is a great time to look to the past and plan for the future, but planning takes time, effort, and sometimes a little expertise, especially when it comes to developing your estate plan. If you already have an estate plan in place, and it has been more than several years, it may be a good time to have it reviewed as there have been many tax law changes. Think of it as a “second opinion”.

Did you know on January 1st noteworthy tax changes take effect? These changes can represent net tax reductions and other tax cuts. In the past two years as states have had to respond to burgeoning revenues, greater tax competition in an era of enhanced mobility, and the impact of high inflation on residents.

This month Trinity Woods is offering an opportunity to learn more about tax changes, reviewing your plan, and planning for your legacy. Join us on Thursday, February 23 at 10 a.m. for a “Brunch and Learn.”

Our guest speaker will be Mark Loeber. Mark partners with Trinity Woods to assist our residents and their families with these types of conversations. He has over 34 years of specialization in the areas of estate, financial and charitable gift planning. There is no cost to attend or obligation to use our services.

At Trinity Woods, we understand the value of proper planning and the impact it can make today as well as tomorrow. As a service to you, we are here to discuss starting a plan or reviewing your existing plan. For more information or to RSVP to the event, please call 918.346.6671 or email hgarrett@trinitywoodstulsa.com.