As we enter the second half of 2021 and look forward to 2022, we believe that this year will present unique planning opportunities for businesses and families to take impactful steps to better protect and solidify their financial legacies. Getting started can be the hardest part of the process, but three basic moves can help build momentum to avoid missing opportunities that may significantly change or disappear due to proposed tax legislation coming out of Washington D.C.

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

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