MARCH 2024

Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority. Although it's recommended that estate planning techniques be put in place long before someone passes, there are a few strategies in the estate planner’s toolkit that may help reduce the tax bill. Our first article below addresses some helpful points to consider in your estate planning. As always, feel free to call us if you would like to discuss your specific questions or needs.

Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them. Our second article recaps this year’s IRS Dirty Dozen, along with tips to protect yourself against the consequences of them.



This month's "What's Happening Now" section shares stories on whether Florida property taxes will be eliminated, new design-led historic hotels in Europe to note, and some getaways that reinvent the iconic Western Vacation.

We'd like to hear from you. Please feel free to contact us by phone at 614-888-2121, toll-free 877-389-2121 or email jchornyak@janney.com with any questions or comments. 

Estate Planning for Procrastinators

Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate / inheritance taxes becomes a priority.

Look Out For These Top Tax Scams When Filing Your Taxes

Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

What's Happening Now

Will Florida Property Tax Be Eliminated?

Inside New Design-Led Historic Hotels In Europe

These Getaways Reinvent the Iconic Western Vacation

Market Update

Stocks ended February on a high note as each of the benchmark indexes listed here closed up. The Nasdaq and the S&P 500 notched all-time highs, as tech shares, particularly those linked to AI, helped drive stocks. Inflation data released at the end of the month, was in line with expectations, which also supported stocks. February's gains marked the fourth straight month of advances for the S&P 500, the Dow, and the Nasdaq. For the year, the Nasdaq and the S&P 500 have risen about 7.0%, while the small caps of the Russell 2000 recouped losses from January.

Market update provided by Broadridge Investor Communications Solutions, Inc.