Estate Planning New Year’s Resolutions

This week Brent, Rachel, and Deborah get together to share a few New Year’s Resolutions that they suggest for anyone wanting to be better organized financially, personally, and as a company. Their suggestions include learning the importance of “expense ratios,” updating your estate plan, starting to plan for the 2026 tax changes, and polishing up your non-profit entity. They also discuss the importance of perspective in setting goals. Ultimately, they want people to be kind to themselves and to just focus on “showing up” as a success.