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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

Resolution #2: Establish a Power of Attorney (POA)

Elder Law

A New Year’s Resolution for Security: Establishing Power of Attorney in 2024 As we enter into 2024, everyone has their eyes on new resolutions and positive changes. While we often focus on health and personal goals, one resolution that might not be top of mind but is equally vital is establishing a Power of Attorney … Read more

Resolution #1: Make a Living Will

Elder Law

A New Year’s Resolution for Peace of Mind: Crafting Your Living Will in 2024 As we bid farewell to another year and usher in the promise of new beginnings, many of us are contemplating resolutions that enhance our well-being and bring a sense of security to our lives. While common resolutions often focus on physical … Read more

Six Estate Planning Resolutions For 2024

Estate Planning

Navigating the Future: The Six Essential Estate Planning Resolutions As we stand on the precipice of a new year, the promise of fresh beginnings beckons us to reflect on our aspirations and set the course for a more secure and intentional future. In this spirit, we’re excited to unveil a comprehensive series that will guide … Read more

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Testimonials

What our clients say about us

I needed an Irrevocable Trust for my dad. Robert Goldberg and Jessica at Robert M. Goldberg & Associates were both incredibly hospitable and made the process understandable and easy for me. I’ve enjoyed the ease-of-accessibility and kindness and knowing my questions would be addressed quickly. A+ experience.

Mary McGough

phil doane

I needed to get my things in order for when I pass away as I am a single person. I attended a seminar sponsored by my Association and learned the difference between a Will and a Trust. I decided that a Living Trust was best for me. I set up an appointment with Robert M. Goldberg & Associates, and everyone was very friendly and professional. I learned a lot when I set up My Trust and feel so much better about the future of all my assets. I highly recommend this company to take care of your concerns.

Phil Doane

glenda

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