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The Holidays and Estate Planning

The holidays are upon us.  Many of us will sit down for a feast, with family, next week. We will talk about what we are thankful for.  Then may Hanukkah or Christmas are celebrated in your house. Again a time to be thankful.  Then the new year is here! 2014 is just around the corner.

Maybe it’s just me but the holidays remind me that people have got to do their estate planning! Spending time with the people that matter most, talking about being thankful, giving gifts, and then talking about new year’s resolutions. To me all of that adds up to the importance and value of proper estate planning.

If you have family you care about then get your estate plan in place!

It’s the time of year to think about others so get your planning done now. There is still time!

Also, get it done now and you won’t even have to put it on your list of things to do next year!

Happy holidays! -John

Ratings and Reviews

10.0John Bernard Palley
Wealth Counsel Member
2015 Best of the Best Badge