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. We’re always happy to help you structure that discussion and can help explain why we selected specific approaches with your overall financial management.
Discussing financial matters can be challenging, so please let us know if we can ever be of assistance, and don’t hesitate to share our contact information or let us know how we can help.
Happy holidays to you and your loved ones!
From all of us at Cresta Advisors