- Take better care of yourself while you’re still alive
- Protect the people and the things you love
- Make sure your wishes are carried out the way you want them to be when you die
Empowering Opportunity
At Robert M. Goldberg & Associates, we see estate planning as an empowering opportunity for you to:
Lots of people put off estate planning because, let’s face it, who wants to dwell on dying? Right? We get it. We’ve gone through estate planning ourselves. We are the sandwich generation taking care of aging parents and growing children. We’ve created guardianships and conservatorships to protect family members. We’ve lost our own loved ones. And we’ve successfully navigated the estate administration process. We’ve also worked with thousands of clients in the Atlanta area and throughout Georgia, guiding them through the complexities and nuances of loving estate planning.
The Goldberg Four-Step Process
Over the past 25+ years, we’ve developed a proven, process allowing us to determine your specific needs and goals and tailor an estate plan to meet every one of them. We believe the best plans are the result of collaboration. That’s why we work closely with you as well as other people who are part of your team, including attorneys, financial planners, accountants, stockbrokers, insurance professionals, and care providers to best serve the specialized planning needs of your individual family.
Discovery
Getting to know you
Discovery is all about getting to know you and reviewing your current legal documents so that we can develop a thorough understanding of your:
- Unique family situation
- Assets & sources of income
- Specific needs & goals
- Most pressing concerns
- Current estate and planning status
Design
Planning & Strategies
This meeting is where we’ll discuss the plan we’ve designed for you in clear, easy-to- understand language. You’ll see how we’ve accounted for your emotional and financial wishes and developed a concrete plan to meet all of your needs and goals. During this meeting, you will also have the opportunity to fine-tune your plan so we can continue the process of making your dreams a reality.
Signing
Legal Preparation
We’ll prepare the legal documents for you to sign, making sure the details inherent in the proper functioning and success of
the plan are carried out. And we carefully coordinate all efforts between our office and your existing fiduciaries to ensure that the work proceeds in an orderly, efficient, and cost-effective manner.
Funding
Support that sets us apart
If your plan isn’t funded correctly, it will not work the way you want it to. At this stage, many firms will hand you your legal documents, tell you how important the funding process is, and then send you off to complete the project on your own. But that’s not how Robert M. Goldberg & Associates works. One of the things setting us apart is our funding support. We prepare all of the needed deeds, beneficiary designation forms, and asset letters to guide you through the funding process. Because we want to make sure you have peace of mind knowing your plan will be effective when you need it.
Goldberg & Associates HELPS protect everyone and everything you love.
Our team intentionally creates a supportive culture, by following these key values
H
The star of the team is the team. “We” comes before “Me.” Be yourself. Ability may get you to the top, but character keeps you there—mental, moral, and physical. Don’t get thrown off by losses or wins. Maintain focus on what is right rather than who is right.
E
Love is the most powerful four-letter word. Everything we do should build closer, more intimate relationships with each other and with our clients. Strive to build a team with camaraderie and respect. Do unto others as you would have them do unto you.
L
Small things make BIG things happen. Being thoughtful. Being prepared. Paying attention to details. Getting things right. Making a great first impression. If we don’t have the time to do things right the first time, how will we find the time to do it over again?
P
Approach the day with a sense of urgency. Success travels in the company of very hard work. Don’t be afraid to make a decision and take action. Stay the course. When thwarted try again; harder and smarter. Persevere relentlessly.
S
What you learn after you’ve learned it all counts most of all. Be aware and observe. Seek to improve yourself and the team. Perform a little better each day than you did the day before. Make each day a masterpiece of becoming the very best you.
