New Year's Resolutions - Staging

Family portrait with white fluffy dog in front of holiday lights

Resolutions 1 & 2

A new year offers a natural moment to focus on long-term security for your family. Over the next month, we are going to go over 6 Estate planning goals. Let’s start with two important estate planning goals that often go hand in hand.

Resolution 1. Create a Revocable Living Trust to Avoid Probate

A revocable Living Trust helps families avoid probate, reduce delays, and keep personal matters private. Assets pass more smoothly to loved ones, which can ease stress during difficult transitions.

Resolution 2. Create an Irrevocable Trust to Protect Assets

An Irrevocable Trust focuses on asset protection and long-term care planning. Families concerned about Medicaid eligibility or preserving savings for a spouse often explore this option early.

Both Trusts serve different purposes, and choosing the right structure depends on family needs, health concerns, and timing. Both can help protect you and your loved ones’ legacy.

Register for our free educational webinar to learn more about how estate planning and Trusts can protect the ones you love.

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What our clients say about us

I can’t say enough good things. Bob listened to my 88-year-old mother and talked through all of her concerns. Although some of mom’s requests were a bit unusual, he listened, explained, and gave us a finished product we are extremely happy with. After the last meeting, we all cried with relief because it is such a weight off our backs!

Glenda G

Robert M. Goldberg & Associates helped me navigate my mother’s stroke care, my father’s estate planning, and later, settling his estate after his passing. Their knowledge, guidance, and support carried me through incredibly difficult times. I would have been lost without them. If you need an elder lawyer, you won’t find a more skilled or compassionate team than Robert Goldberg and his associates.

Valerie’s full testimonial

Valerie Chappell

After two years of dealing with a “Veterans Advocate Group” and getting nowhere navigating the VA process, a friend referred us to Goldberg & Associates. Our father is 88 years old, with leukemia, and his beloved wife is in memory care. Their finances were quickly diminishing with the cost of her care. Within just a few months, Bob and his associate, Morgan, had my father’s claim resolved. My parents now have resources to help them through these very difficult times. Our heartfelt gratitude to Bob and Morgan for taking the stress off our family.

Becky M.