Estate Planning

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

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

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

tammy wilson

Thankful for the caring staff at Robert M. Goldberg & Associates. So blessed they were recommended to us as we wouldn’t have known where to start with the elder care process. Highly recommend!!!

Tammy Wilson

We really needed the firm’s help handling finding solutions and a pathway to dealing with our mother’s estate in her final days. Mr. Goldberg and his staff were spot on with their assistance and planning and it all worked out fine. Many thanks to Mr. Goldberg and staff.

AR