1st Line Future Planning

Protect Your Business with Estate Planning! 📢 Are you a Self-employed or a small business owner? It’s time to think about your business's future. Imagine if something unexpected happened. Who would handle your clients? What would happen to your hard work? Estate planning isn’t just about personal assets – it’s about securing the business you've built and protecting your legacy. From Trusts to Wills, planning now can provide peace of mind for you and your loved ones. #BusinessProtection #EstatePlanning #Legacy #SmallBusiness #FuturePlanning

🔑 Understanding Severance of Tenancy 🔑 Did you know that owning property as "Joint Tenants" means that it automatically passes to the co-owner upon your death, regardless of what's in your Will? However, severing this type of tenancy allows you to own a distinct share, ensuring your portion goes to your chosen beneficiaries.  Protect your legacy and give yourself more control. If you're considering this for your estate plan, get in touch or visit the link in our bio for more info! #EstatePlanning #PropertyOwnership #FuturePlanning #WillWriting #Inheritance

Matthew Perry’s recent estate planning decisions highlight the advantages of using trusts. Trusts offer more control over asset distribution, privacy, and the ability to skip the lengthy probate process. By setting up a trust, Perry ensured his assets would be distributed according to his wishes without the hassle and delays of court proceedings. This is a great example of how trusts can safeguard an estate and protect loved ones. Learn more about estate planning options to secure your future. #EstatePlanning #Trusts #LegacyPlanning #PeaceOfMind

🌟 Our 5-star review today is from Colin, a satisfied client who entrusted their family's future to 1st Line Future Planning. Join Colin in securing your legacy with confidence. ☎️ 0800 009 6494 #Reviewoftheweek #Customersatisfaction #Customercare #ClientTestimonial #EstatePlanning

Fact: A Will is an essential part of your Estate Plan, but it doesn't cover everything. Certain assets, like jointly owned properties or accounts with designated beneficiaries, bypass the Will entirely. For full protection and control, consider additional tools like Trusts. Trusts can help distribute your wealth, avoid probate, and ensure your wishes are met in cases where a Will may not suffice. Want more clarity on protecting your assets? Contact us today! #EstatePlanning #WillWriting #Trusts #FuturePlanning #PeaceOfMind

Looking for straightforward information on Wills, Trusts, LPAs, and more? Download our FREE digital brochure to get all the essential details about our Estate Planning services, how we can help you secure your future, and protect your loved ones. 🔗 Click the link in our bio to download now! #EstatePlanning #DigitalBrochure #FuturePlanning #Wills #Trusts #LPAs #WillWriting #SecureYourFuture #FinancialSecurity 4o

We don’t like to talk about death. It’s a topic that can make people feel uncomfortable. That doesn’t mean that the process of making a will has to be a solemn affair. We prefer to look at the positive side of writing a will. By putting a will in place you’re giving yourself peace of mind because you’ll know that your affairs will be in order. You’ll also know that your family or those who are important to you will be taken care of. If you need to make a will and want to get some advice and start the ball rolling, get in touch with one of our helpful advisers now on ☎️ 0800 009 6494 #futureplans #thinkahead #futureplanning #willwriting #willwritingservice

Choosing the right trustee for your trust is a crucial decision in ensuring your estate is managed properly. A trustee is responsible for administering the trust and carrying out your wishes. Consider someone trustworthy, reliable, and knowledgeable about financial matters. It can be a family member, friend, or professional trustee. Discuss your intentions with them, evaluate their capabilities, and ensure they understand your values. Selecting the right trustee provides peace of mind that your assets are in capable hands. #futureplanning #TrusteeSelection #EstatePlanning trusts

🌟 Our 5-star review today is from Muriel, a satisfied client who entrusted their family's future to 1st Line Future Planning. Join Muriel in securing your legacy with confidence. ☎️ 0800 009 6494 #Reviewoftheweek #Customersatisfaction #Customercare #ClientTestimonial #EstatePlanning

Myth! 🛑 Estate Planning isn’t just for those with kids. Even if you don’t have children, it’s crucial to plan for who will inherit your assets, manage your affairs, and make decisions on your behalf if you’re unable to. Without a proper Estate Plan, your assets might not go where you intend, and loved ones may face unnecessary stress. Ensure your legacy reflects your wishes, no matter your family situation. #EstatePlanning #LegacyPlanning #FuturePlanning #NoChildren #ProtectYourAssets #PeaceOfMind