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:
- Review Your Current Plan:
- Has your family situation changed?
- Have there been significant changes in your assets?
- Are your beneficiary designations up to date?
- Consider Year-End Tax Planning:
- Annual gift exclusions expire December 31
- Charitable giving opportunities
- Required minimum distributions from retirement accounts
- 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.
