Simplify Estate Planning

Visit our website to get your estate plan started today: https://lnkd.in/gfNuzZbM

Ensure all your important documents are secure, this could be in physical or digital form. Having a safe location for your documents will give you peace of mind.

When incapacity happens, having a designated power of attorney is crucial. Ensure your wishes are respected and decisions are made by someone you trust. Learn more at simplifyestate.com

Choosing an executor or successor is crucial in estate planning. Learn what makes a good executor to ensure you make the right decision. For more information, reach out to simplifyestate.com.

At the age of 18, individuals can vote, go to college, and start their estate planning journey. Simplify is here to guide the process, making estate planning accessible to all. Give us a call for more information! (888) 474-1230

Planning your legacy? We can help you decide how to give to the charitable organization that matters most to you. Your values are important to us, and we’re here to ensure your generosity makes a lasting impact. Give us a call today at (888) 474-1230!

We understand how difficult it is when someone passes. The last thing anyone wants is for their loved ones to go through probate. At Simplify, we help you plan ahead to avoid probate and ensure your wishes are carried out smoothly.

Individuals can give annual gifts to an unlimited number of recipients without facing federal gift or transfer taxes, and these gifts don't use up any of their federal gift tax exemption. The annual exclusion, currently at $18,000 per donee for 2024 and adjusted for inflation, applies, while direct payments for education or medical care services remain tax-free and don't affect the annual exclusion or gift tax exemption.

Every family is unique. That's why we provide personalized estate planning to ensure your wishes are honored.

Talking with your partner about estate planning is essential! Here are some pointers on how to start the conversation.