A Personal Approach To Planning for your Future LET'S GET STARTED


Dec. 19, 2022

It's that time of year again where families gather together to celebrate the holidays. For some, this is a cherished tradition filled with excitement and joy. For others, it can be a reminder of loved ones who are no longer with us. Either way, the holiday season is often a time when people reflect on what is important to them.

If you have aging parents or grandparents, now may be a good time to have a conversation about estate planning. It can be difficult to bring up such a sensitive topic, but it's important to make sure your loved ones' wishes are carried out if something happens to them. Here are some tips on how to start the conversation.

First, it’s important to be prepared before having these conversations. Gather all the necessary documents and create an agenda that outlines what needs to be discussed. Also, be sure to communicate in a way that is respectful and understanding. Let your loved ones know that you care about their future and are taking steps to make sure they’re taken care of.

Remember, no matter what strategies you decide to use for estate planning, it’s important to start the process well before the end of the year. This will give you enough time to make the most of your tax savings and ensure that your loved ones are taken care of after you’re gone.

Our Office Can Help

Click here to Schedule a FREE Virtual Estate Planning Session. We will guide you through the entire process and help you understand what needs to be done to ensure your loved ones are taken care of.


There are no perfect parents, but there are plenty of things you can do that will make you a fantastic one.

This is what some experts say about how to be a good parent:

  • Set limits

  • Spend quality time with your kids

  • Be a good role model

  • Praise your kids

  • Trust yourself

  • Teach your kids social skills

  • Teach gratitude

  • Make meal time family time

  • Say "I love you"

  • Encourage physical activity

  • Keep up with your kids' routine healthcare