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Six Estate Planning Resolutions For 2024

Bob Goldberg • November 30, 2023

Navigating the Future: The Six Essential Estate Planning Resolutions

As we stand on the precipice of a new year, the promise of fresh beginnings beckons us to reflect on our aspirations and set the course for a more secure and intentional future. In this spirit, we're excited to unveil a comprehensive series that will guide you through the essential estate planning resolutions for 2024. From making pivotal decisions about healthcare directives to crafting a digital legacy and everything in between, our series will explore the Six Estate Planning Resolutions that can empower you to navigate the complexities of the future with confidence!

1. Making a Living Will: A Resolution for Personal Empowerment In our first installment, we'll delve into the importance of making a living will. This resolution is not just about legal documents; it's about empowering yourself to make decisions about your healthcare, even in times of uncertainty. Join us as we explore the intricacies of creating a living will and the peace of mind it can offer.

2. Establishing a Power of Attorney: A Blueprint for Control In the second part of our series, we'll shine a spotlight on the significance of establishing a Power of Attorney. This resolution is a critical step towards ensuring that your financial and legal affairs are managed with precision, even if you're unable to do so yourself. Explore the steps to grant authority wisely and responsibly in our in-depth examination of this essential estate planning resolution.

3. Review Your Beneficiaries and Assets: An Ongoing Commitment In our third installment, we'll guide you through the process of reviewing your beneficiaries and assets—an estate planning resolution that should be revisited regularly. This commitment to clarity ensures that your loved ones are provided for according to your current wishes. Learn how to adapt to life's changes and avoid unintended consequences in this crucial resolution.

4. Organize Your Digital Information: A Modern Imperative The fourth resolution in our series brings us into the digital age, emphasizing the importance of organizing your digital information. From passwords and online accounts to digital assets and social media, we'll explore the steps needed to safeguard your digital legacy and streamline the management of your online presence.

5. Review Your Estate Plan with Loved Ones: A Bonding Experience Our fifth installment encourages you to go beyond the paperwork and engage in meaningful conversations. Learn how discussing your estate plan with loved ones is not just about legalities but about building trust, fostering understanding, and ensuring that your wishes are known and respected.

6. Making an Estate Plan if You Don't Already Have One: A Foundation for the Future Concluding our series, we'll address those who may not have embarked on the estate planning journey yet. Discover the transformative power of crafting an estate plan—a resolution that goes beyond financial considerations, creating a legacy of care, responsibility, and intentional preparation for the future.

Join us on this insightful journey through the Six Estate Planning Resolutions for 2024, and let's navigate the future together, armed with knowledge, empowerment, and a commitment to securing a legacy that reflects your values and priorities. Stay tuned for each installment as we explore these essential resolutions in detail, offering guidance to help you make 2024 a year of foresight and preparedness.

-Robert Goldberg

Robert Goldberg & Associates

770-229-5729

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New Year's Week - Your 2025 Estate Planning Resolutions

By Bob Goldberg • January 1, 2025

As we welcome 2025, let's turn those year-end family discussions into concrete actions. Here's your five-step estate planning resolution guide: 1. Schedule a Family Meeting: o Discuss your goals and values o Share important information o Address concerns and questions 2. Gather Important Documents: o Financial statements o Property deeds o Insurance policies o Account information 3. Review Life Changes: o Family additions or losses o Property purchases or sales o Business changes o Retirement plans 4. Update Your Plan: o Review existing documents o Update beneficiaries o Adjust for new tax laws o Consider new planning tools 5. Communicate Your Plan: o Share with key family members o Organize important documents o Create easy access systems o Schedule regular reviews Start your new year with the resolution that matters most – protecting your family's future. Our team is ready to help you create or update your estate plan in 2025 . 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.

Christmas Week - New Year, New Plan

By Bob Goldberg • December 25, 2024

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.

Family Stories and Estate Planning:

By Bob Goldberg • December 18, 2024

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.

From Holiday Conversations to Action

By Bob Goldberg • December 4, 2024

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.

Gratitude and Legacy: Why Thanksgiving is the Perfect Time to Talk About Estate Planning

By Bob Goldberg • November 20, 2024

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.