New Year’s Resolution for 2025: Start Your Estate Plan with Confidence
As we step into 2025, it’s time to embrace resolutions that truly matter—ones that offer long-term benefits for you and your loved ones. Estate planning may feel overwhelming, but starting in the new year can be the perfect time to take charge. With the fresh start January offers, you can set the tone for a year of proactive decision-making and organization.
Holiday Gifts With a Twist!
Financial gifts can be a fantastic way to set up the younger generation for future success, and they might even offer you a tax benefit. These gifts may not come with shiny bows, but their long-term value is undeniable.
3 Essential Questions to Ask Your Parents This Holiday Season
The holidays are a time for connection, reflection, and family traditions. They’re also a rare chance to have important conversations with loved ones about their wishes for the future. While these discussions can be uncomfortable, asking the right questions now can save your family from confusion and heartache later. Start introducing theses issues gradually when the time seems appropriate so that discussions can become more natural and cause less anxiety.
Celebrating Legacy This Holiday Season
The holiday season is all about togetherness, reminiscing about the past, and looking forward to the future. While it's not the cheeriest topic during festive dinners, it's worth pondering what legacy you aim to leave behind.