December 2025 Newsletter
12 Estate Planning Steps to Take This Holiday Season
A partridge in a pear tree? Lords a-leaping? Many of us may know the lyrics to “The Twelve Days of Christmas,” but few likely know its origin or the meanings behind the song. The song may be about symbolic gifts of love and melody, but in estate planning, the most valuable gifts you can give are the ones that bring clarity, protection, and peace of mind—and that last well beyond the holidays. Keeping in the spirit of the song, read more to consider the following 12 estate planning gifts, each one a practical step you can take to protect your loved ones and plan for your future.
National Regifting Day: Regifting for Your Future
National Regifting Day takes place on the Thursday before Christmas and celebrates giving an unwanted gift to someone else—especially at holiday office parties—as a way to promote sustainability and mindful consumption. In estate planning, some “gifts” can be regifted, revised, or exchanged over time, while others, once given, are final. Read more to learn that the key is knowing the difference and ensuring that you have left a kind of “receipt in the bag” in case an exchange becomes necessary and the “return window” is still open.
Estate Planning Facts for the Holiday Season
Every year around the holidays, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa’s lap and answer a singularly important question: What do you want for Christmas this year? For your next holiday get-together, read more to discover a few festive facts and conversation starters to help you reflect on your own estate plan and hopefully also inspire a meaningful discussion at our next meeting.
Note from Susana: Hanukkah, Legacy, and the Light of Planning Ahead
As families gather to celebrate Hanukkah, we are reminded of the power of light—how a single flame can illuminate the darkest moments, and how small acts of preparation can sustain us far longer than expected. The holiday is rich with themes of resilience, continuity, and faith that the future can be brighter than the present. It is also a season when many of us reflect on what truly matters: loved ones, traditions, and the values we hope to pass on.
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