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March Newsletter

March is here! Just as you begin to relax after the hustle and bustle of the holiday season, it hits you. It's tax time! Imagine this, what if we could use the excuse that we are “too busy” or we were just not organized enough to do taxes? How many of us would actually get around to doing them? Not many, I'm guessing! I know this is true because I hear it all of the time when people put off doing their estate plan! The thing is, people do plan for taxes each year. Whether it is because you are expecting to get a tax refund or out of a sense of obligation, you faithfully file your taxes. But what if I told you that those two critical reasons for doing your taxes are the exact same reasons you should do your estate plan? It's no fun to think about this, but there will be a date where we will die. If you pass away without an estate plan you will leave a mess for your family to deal with. “I have better ways to spend my money.” Yes, doing your estate plan will cost you money, but here's the thing. It could cost your family a LOT more in taxes if you choose not to put an estate plan in place. The bottom line is that you can pay a little now or your family will pay a lot later! So, once you've gotten your documents organized for your tax preparation, why not go ahead and schedule an appointment to discuss estate planning for your family? Then you'll have the peace-of-mind of knowing that your family will be taken care of no matter what.

What's news with us...
As many know, April Grunden and husband, Jody, spend most weekends traveling around the country to see their daughter and GLO employee, Lexi, play hockey for Adrian College. Recently, April, Jody, Tyler, and Delaney were in Adrian to celebrate Lexi's senior night with a win and good times with close friends and family. 
In case you missed it...
4 answers you need to know about your powers of attorney....

Someone you know and love has designated you as their Power of Attorney. What does that mean? A Power of Attorney can be tasked with a variety of duties should they need to act on behalf of the person who's placed them in that role. For extensive answers to common questions that many have regarding a power of attorney...      <<click here>>

We’re Different and Different Is Good.

At GLO we’re reviving the lost art of listening. It’s your planning, not ours. You tell us how you want to take care of your family and business. We will listen and put everything in place.
— April Grunden

9809 Dawsons Creek Blvd.
Fort Wayne, IN 46825
260-969-1177
Mon, Tue, Wed, Thu, Fri: 09:00am - 05:00pm

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