Privada Estate and Tax Planning

🌟 1/15/2024 Join our heartfelt tribute as we remember the extraordinary life, profound accomplishments, and enduring impact of Dr. Martin Luther King, Jr. His legacy is a beacon of inspiration that has touched countless lives, sparking positive change and fostering unity. Today, we honor a true hero whose vision for equality and justice continues to resonate in our hearts. Let's reflect on the principles he championed and strive to keep his dream alive, fostering a world where kindness, equality, and love prevail. https://lnkd.in/eJQzCiQ4 https://lnkd.in/eaA6QhxK #MLKDay #LegacyOfLove #InspirationForChange

"Yikes! Is this what you said when you looked at the credit card statements from Christmas?" If you think that was bad, imagine the look on your family's face when they receive the bills from you passing intestate. The national average for the cost, including the fees and expenses owed, by your Estate during the probate process is 6-8%. For a $250,000 Estate, that is $15,000-$20,000. If you would like to talk about how to avoid probate and implement a comprehensive Estate Plan, you can use the link below to schedule an appointment today. #estateplanning #estateplan #generationalwealth #estatetax https://lnkd.in/eXFicJfK

In honor of National Trivia Day, here is a fun fact! The oldest recorded Power of Attorney dates back to 561 BC in Mesopotamia! If today's average adult and the Mesopotamians in 561 BC knew they needed this, what's your excuse? Talk to me about your Estate Plan and why you need to be proactive vs reactive! #planforthefuture #estateplanning #estateplan #familyfirst

The onset of the new year often prompts reflections on fresh possibilities and new beginnings. Yet, the aftermath of indulging in excessive turkey, wine, and football during the holidays may serve as a reminder to consider some necessary lifestyle changes. The familiar refrain of "New year, new me" might be echoing in your mind as you've likely begun contemplating your New Year's Resolutions: read more, commit to a gym membership (and stick to it this time), allocate more time for family, and so on. Amidst these aspirations, there's one crucial goal that deserves a spot on your list: organize your Estate Plan! Estate planning is often neglected, but it's essential to recognize that it's not just for your benefit. Should you pass away without an Estate Plan, the ones who will bear the brunt are your loved ones. Check out our 2024 Resolution Goals Template! #resolution #estateplanning #newyearnewme #estateplan

Here's what you should know if you have kids in college: Once your child turns 18, they're an adult with privacy rights. This means you can't discuss their health with doctors without their permission. * If your child is sick or injured, you can't talk to the doctor unless they say it's okay. You can't handle university or money matters on their behalf anymore either. *If they have issues with student loans, auto payments, utility bills, or lease agreements, you can't sort it out unless they give the okay. So, how can you help in these situations? Help your child set up basic legal documents to avoid chaos during emergencies. Having a simple estate plan can make things easier. *If there's a crisis, and your child has a few basic legal documents in place, you can help them by making medical and financial decisions on their behalf. These documents are affordable! Ask me how to set these up! #estateplanning #familyfirst #beprepared #studentsuccess #askmehow

If Thanksgiving with your family brought up new concerns and a few sideways glances, it's time to discuss updating or establishing your Estate Plan. Please don't leave it to the turkeys in your family to decide your family's future happiness and well-being. #estateplanning #familylegacy #2024goals