As we transition into the final quarter of the year, the “Ber” months—September, October, November, and December—usher in a season of reflection and preparation. With the holidays around the corner, many families reconnect and focus on planning for the future. For those thinking about their legacy, now is the perfect time to consider estate planning, trust administration, probate, or even forming a legal entity. Here’s why the “Ber” months are an ideal time to focus on your estate and financial matters.
1. Reflect on Family and Future
The “Ber” months are traditionally a time for family gatherings and reflecting on what truly matters. Whether it’s around the Thanksgiving table or during holiday festivities, conversations often shift toward family goals, financial security, and legacy planning. Use this time to discuss estate planning with your loved ones, ensuring everyone is on the same page regarding wills, trusts, and healthcare directives.
2. Take Advantage of Year-End Financial Opportunities
As the calendar year ends, so do many financial opportunities. For those considering forming an entity such as a limited liability company (LLC) or corporation, finalizing before the new year can help avoid tax surprises and provide valuable legal protection in 2025. Entity formation aligns with year-end financial planning, allowing you to safeguard your business and personal assets, and enter the new year with a clear financial plan.
3. Prepare for Probate and Trust Administration
The end of the year can also be a key time for reviewing existing estate plans, particularly for individuals serving as trustees or executors. Trust administration and probate can often become complex, especially if plans haven’t been updated in years. The “Ber” months offer a quiet yet productive window to update trusts, wills, and other legal documents, ensuring they reflect any recent life changes, such as marriages, births, or business shifts.
4. Holiday Season Brings Extra Time for Estate Planning
For many, the holidays offer additional downtime, which can be used to consult with an estate planning attorney. The process of creating or updating estate plans takes thoughtful consideration. The months leading up to the holidays are an excellent time to schedule meetings with your estate attorney to ensure that your estate, trusts, and business entities are structured to benefit you and your family in the best way possible.
5. Give the Gift of Security
If you’re looking for a meaningful gift for your loved ones this holiday season, consider the gift of estate planning. A solid plan not only provides peace of mind but also protects the financial future of your family. By establishing a trust or making sure your estate is in order, you’re giving the gift of security and certainty that your wishes will be honored.
Ready to Plan? Start the “Ber” Months with Peace of Mind
At Von Rock Law, we specialize in estate planning, trust administration, probate, and entity formation. Our expert team can guide you through this critical process, ensuring that your legacy is protected. Whether you’re forming a new LLC or corporation, or updating your estate plan, the “Ber” months offer an ideal opportunity to focus on your future.
Contact Von Rock Law today at 866-720-0195, email us at welcome@vonrocklaw.com, or visit our website at vonrocklaw.com to start your estate planning journey!
