New Year's Week - Your 2025 Estate Planning Resolutions

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 at 770-229-5729 or visit www.goldbergestateplanning.com to schedule your estate planning consultation. Start 2025 with confidence in your family's future.

As families gather for holiday celebrations, stories are shared that connect generations – grandparents reminiscing about their childhood, parents sharing family traditions, children learning about their heritage. Estate planning isn't just about passing down assets; it's about preserving these precious family stories and values. Here's how comprehensive estate planning helps preserve your family's legacy: 1. Ethical Wills: Passing down your values, life lessons, and family stories 2. Family Business Succession: Preserving family enterprises and traditions 3. Charitable Planning: Creating a lasting legacy of giving 4. Digital Legacy: Preserving family photos, videos, and memories Let this holiday season inspire you to think about the complete legacy you want to leave – both tangible and intangible. 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.

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: o Has your family situation changed? o Have there been significant changes in your assets? o Are your beneficiary designations up to date? 2. Consider Year-End Tax Planning: o Annual gift exclusions expire December 31 o Charitable giving opportunities o Required minimum distributions from retirement accounts 3. Update Important Documents: o Wills and trusts o Healthcare directives o Powers of attorney o 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. body content of your post goes here. To edit this text, click on it and delete this default text and start typing your own or paste your own from a different source. 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.

As families gather around the Thanksgiving table next week, conversations will flow about memories, family stories, and hopes for the future. While turkey and stuffing might be the centerpiece of your table, these meaningful family discussions are the true heart of Thanksgiving. At Robert M. Goldberg & Associates, we've noticed holiday gatherings often spark important conversations about family legacy. When multiple generations come together, it's natural to think about how we want to protect and provide for our loved ones. Here are three reasons why Thanksgiving weekend provides the perfect opportunity to begin estate planning discussions: Family is Already Gathered: With loved ones together, you can have meaningful conversations about your family's future in person, rather than over phone calls or emails. The Spirit of Gratitude: Thanksgiving's focus on gratitude naturally leads to thoughts about how we can protect what we're thankful for – our family, our assets, and our legacy. Year-End Planning: With just over a month left in the year, it's an ideal time to consider important financial and legal decisions before December 31st. Remember, starting these conversations doesn't mean diving into complex legal details over pumpkin pie. Instead, use this time to begin open discussions about family values, hopes for the future, and the importance of protecting what matters most. This Thanksgiving, we're grateful for the trust our clients place in us to help protect their families' futures. If holiday conversations turn to estate planning, know that we're here to help turn your family's wishes into a solid legal plan. 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.

Estate Planning, Elder Care, Robert Goldberg and Associates

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