Christmas Week – New Year, New Plan
Estate Planning
Why January is the Perfect Time to Start Estate Planning As we celebrate the holidays and look toward 2025, many of us are thinking about New Year’s resolutions. While health and fitness goals often top the list, consider making estate planning your priority for the new year. Why January is ideal for estate planning: Schedule … Read more
Family Stories and Estate Planning
Estate Planning
Preserving More Than Just Assets As families gather for holiday celebrations, stories are shared that connect generations – grandparents reminiscing about their childhood, parents sharing family traditions, children learning about their heritage. Estate planning isn’t just about passing down assets; it’s about preserving these precious family stories and values. Here’s how comprehensive estate planning helps … Read more
From Holiday Conversations to Action
Estate Planning
Your Year-End Estate Planning Checklist Did your Thanksgiving gathering spark important family discussions about the future? You’re not alone. Many of our clients find holiday conversations naturally lead to thoughts about estate planning and legacy.As we move into December, here’s a practical checklist to turn those family discussions into action: Don’t let these important tasks … Read more
Gratitude and Legacy: Why Thanksgiving is the Perfect Time to Talk About Estate Planning
Elder Law
As families gather around the Thanksgiving table next week, conversations will flow about memories, family stories, and hopes for the future. While turkey and stuffing might be the centerpiece of your table, these meaningful family discussions are the true heart of Thanksgiving. At Robert M. Goldberg & Associates, we’ve noticed holiday gatherings often spark important … Read more
Ensuring Tomorrow: Wrapping Up the Six Estate Planning Resolutions for 2024
Estate Planning
The Six Resolutions of Estate Planning As we bid farewell to the year 2023, it’s time to put the finishing touches on our journey through the Six Estate Planning Resolutions. Over the course of this series, we’ve delved into essential aspects of estate planning, from safeguarding your health decisions to ensuring your digital footprint is … Read more
Resolution #6: Make an Estate Plan if You Don’t Already Have One
Estate Planning
A New Year’s Resolution for Peace of Mind: Crafting Your Living Will in 2024 As we stand on the threshold of a new year, resolutions become the guiding stars that illuminate our path toward self-improvement and a more secure future. Among the myriad of goals, consider making 2024 the year you embark on a crucial … Read more
Resolution #5: Review Your Estate Plan with Your Loved Ones
Estate Planning
Shared Legacies: A Resolution to Review Your Estate Plan with Loved Ones in 2024 As we welcome the dawn of a new year, resolutions abound—promises to ourselves that often center around personal growth, health, and happiness. While these are undoubtedly important, one resolution that holds profound significance yet is often overlooked is reviewing your estate … Read more
Resolution 4: Organize Your Digital Information
Estate Planning
Digital Clarity: A New Year’s Resolution to Organize Your Digital Information for Effective Estate Planning in 2024 As we stand on the cusp of a new year, the tradition of setting resolutions is upon us. While goals often revolve around personal fitness or career aspirations, there’s an often-neglected aspect of our lives that deserves attention—our … Read more
New Years Resolution #3: Review your Beneficiaries and Assets
Estate Planning
Change is a Part of Life: Review Your Estate As the calendar turns the page to a new year, many of us embark on a journey of self-improvement and resolutions. While fitness and personal goals often take center stage, there’s one resolution that might not be as mainstream but is equally crucial—reviewing your beneficiaries and … Read more
