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From Holiday Conversations to Action

Estate Planning

By Robert M. Goldberg

Your Year-End Estate Planning Checklist

Did your Thanksgiving gathering spark important family discussions about the future? You’re not alone. Many of our clients find holiday conversations naturally lead to thoughts about estate planning and legacy.
As we move into December, here’s a practical checklist to turn those family discussions into action:

  1. Review Your Current Plan:
  • Has your family situation changed?
  • Have there been significant changes in your assets?
  • Are your beneficiary designations up to date?
  1. Consider Year-End Tax Planning:
  • Annual gift exclusions expire December 31
  • Charitable giving opportunities
  • Required minimum distributions from retirement accounts
  1. Update Important Documents:
  • Wills and trusts
  • Healthcare directives
  • Powers of attorney
  • Insurance beneficiaries

Don’t let these important tasks get lost in the holiday shuffle. Our team is here to help you complete your estate planning before year’s end.
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Contact Robert M. Goldberg & Associates at 770-229-5729 or visit www.goldbergestateplanning.com to schedule your estate planning consultation. Start 2025 with confidence in your family’s future.

Testimonials

What our clients say about us

We needed assistance in determining how best to prepare for elderly parents and their care. The Goldberg team was most helpful in setting up a trust and providing legal options. The team was prompt and professional in every aspect and fully met our needs. My wife and I used Robert M. Goldberg & Associates for my Mother-in-law’s needs as well as our own will. Based on my experience, I can safely recommend them to others.

Scott Sollenberger

Robert M. Goldberg & Associates has helped us over the years with creating a family trust. Thank God we did this! It has made the sale of my mother’s home go so smoothly. It has kept her assets safe. They helped me every step of the way. whenever I had questions, they were quick to respond. Having them to help me through this difficult time was a Godsend!

Cindy Leseueur

nancy h

Thank you Mr. Goldberg for talking with me and helping me through a difficult situation. Your thoughtfulness and knowledge helped me tremendously!

Nancy H.