video1.0<iframe src="https://www.loom.com/embed/01f89551e525489480297c6cb51e84c8" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/01f89551e525489480297c6cb51e84c8-00001.gif186.06Hey everyone, in this episode of What's Up at the Wealth Plan, I have some exciting news to share! I am now offering a new service called Legacy Planner through Wealth.com, where I can create all of your estate documents, wills, power of attorneys, healthcare proxies, and revocable trusts at a more competitive cost than going to a local attorney. Also, I am sending monthly invoices for informational purposes only, so don't be alarmed. I want to remind you to engage with the Nudge tool and set up a review meeting for Q2, where we'll dissect your 2022 tax return and explore potential strategies for the future. Lastly, I have a new email encryption software and recorded an instructional video on how to use it. If you're interested in updating your estate docs or have any questions, let's schedule some time to chat!