Monthly Archives: December 2013

Get a Jump on the New Year – Think Estate Planning Now!

December is a fun month of holidays, family, good cheer and food. This is true right through New Year’s Eve as we celebrate the prospect of wiping the slate clean and starting over with optimism and hope. January 1st is often the beginning of a sobering period of self-reflection for many clients. Reality sets in, the credit card bills start collecting in the mailbox (or e-mail box), we gauge how many pounds were packed on during the holidays and some start thinking of their longer Read More +