Discussing Finances Over the Holidays

The holiday season is upon us; from story time with sorely missed grandchildren to laughter with friends and family over long-cherished memories, there's little doubt that "the most wonderful time of the year" has arrived. For my family, this season is a time of reflection and connection as we bid farewell to the old year and look, with hope, toward the new.

As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.

Discussing financial matters can be challenging, but ensuring your loved ones know your wishes ahead of time can create peace of mind for all of you. If you need help with organizing your finances or strategizing your discussion, feel free to contact us. We would be happy to help.

Happy holidays to you and your loved ones.