I read yesterday that according to the Chinese zodiac, 2014 is the year of the horse which is supposed to bring about good fortune to those who are kind to others.

Knowing that what we do at Rooney & Rooney, P.A. consist of bettering our clients’ lives in one way or another, I would dare to say that we are kind to others. With that said, I naturally starting setting the firm’s goals for the year and aimed a little higher than usually. Send out positive energy and it will come back tenfold as they say…

With the beginning of a new year, now is a good time to reassess your asset protection strategy and your estate planning. Making sure all the ducks are in a row can prevent a few headaches along the way.

Should you decide that the year of the horse is the year for you to gallop away into the sunset of retirement, then you may want to make sure all your assets are titled properly and that the Trust and Will have been updated to match the lifestyle you want to lead.

Seeing an attorney before making a major life decision could prevent troubles along the way. Should you want to speak with one of our attorneys for free, then please just call our firm and mention reading this blog for a free consultation.

Best wishes for a prosperous new year consisting of good fortune and kindness to others.

Jane Larsen
Office Manager