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Christmas Week – New Year, New Plan

Estate Planning

By Robert M. Goldberg

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:

  1. Fresh Start: Begin the year with peace of mind
  2. Tax Planning: Maximize new year tax benefits
  3. Clear Mind: Post-holiday clarity for important decisions
  4. Family Focus: Build on holiday discussions about the future

Schedule your January consultation now and start 2025 with confidence in your family’s future.

Contact Robert M. Goldberg & Associates to start 2025 with confidence in your family’s future.

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Family Stories and Estate Planning

New Year’s Week – Your 2025 Estate Planning Resolutions

Testimonials

What our clients say about us

marilyn b

I am absolutely happy with Goldberg & Associates. Mr. Goldberg and his staff explained my will step by step in words I could comprehend. The staff was knowledgeable and always returned calls. They even checked on me when I had surgery. Thank you everyone for services well done. I am so grateful for my attorney and his caring staff.

Marilyn B.

Jean

I have used the eldercare services of Goldberg & Associates twice in the past eight years, first for myself & my husband who had Alzheimer’s, then later to create a Living Trust for my father. Both times were extremely efficient, pleasant, and successful. I highly recommend this practice!

Jean R.

The Goldberg Team guided my family through wills, trusts, POAs, and Medicaid applications when both parents needed urgent care. Their compassion and expertise carried us through their passing within eight months. Jessica’s clarity and patience were invaluable—handling paperwork, explaining every step, and lifting the burden from my shoulders. Robert Goldberg and his team are unmatched in elder law and estate planning—knowledgeable, empathetic, and a true source of support during life’s hardest transitions.

Jordan’s full testimonial

Roy Jordan

Ensure the people and things you love are cared for the way you want them to be.

Reach out to us for a consultation.

Contact Us

Robert M Goldberg & Associates, PC

Mon - Fri 9:00am - 4:00pm
Sat - Sun Appointment Only

Atlanta

1100 Peachtree St. NE #200
Atlanta, GA 30309
678-904-0359

Peachtree City

401 Highway 74 N Ste D
Peachtree City, GA 30269
770-229-5729

Zebulon

804 Plaza Drive, 
Zebulon, GA 30295
770-467-3073

Get your Free Ebook!

If you’re feeling squeezed from all sides, you need our free ebook: Surviving the “Sandwiched” Years

In it, you’ll discover the top five traps you’re likely to face when caring for aging parents—and how to avoid them.

Every important detail—from how to have the tough conversations to the documents you need to manage Mom and Dad’s affairs—is included.

Get your free copy today and get a certificate for half off a custom consultation!

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