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Holidays: A Time to Discuss Finances

December 13, 2022
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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.

This season can be 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. I'm always happy to help you structure that discussion and can help explain why I selected a specific approach.

Discussing financial matters can be challenging, so please let me know if I can ever be of assistance, and don't hesitate to share my contact information or let me know how I can help.

Merry Christmas to you and your loved ones.