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Christmas Week – New Year, New Plan

Estate Planning

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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