Brian Coester’s Post

Visiting a National Trust property recently reminded me of the intricate beauty of our heritage and the importance of planning for the future. Thinking about wills and inheritance tax planning might not be a frequent topic of conversation, but just as these historic sites are maintained with foresight and care, our future and financial plans should be crafted thoughtfully to protect and preserve our wealth. By planning ahead, we can mitigate potential tax liabilities and ensure that our assets are passed down efficiently and meaningfully to the next generation. Here are a few key considerations: 1. Understand the thresholds. 3. Utilise available exemptions and reliefs. 4. Gift strategically. 5. Consider the use of trusts. 6. Make sure your will is up to date and reflects your wishes. By taking proactive steps now, and seeking appropriate advice, we can enjoy peace of mind and ensure that our legacies endure, much like the beautiful estates cared for by the National Trust. Let’s invest in our future as thoughtfully as we cherish our past. #InheritanceTaxPlanning #EstatePlanning #Legacy #NationalTrust

As we dive into 2024, it's a perfect opportunity to reflect on the twists and turns of 2023 that could warrant an estate plan review 📆 Here's a quick checklist to ensure your plan accurately mirrors your current situation: 🔵 Life Milestones - Major life events like marriages, divorces, and welcoming new family members may call for updates to your estate plan. 📊 Tax Implications - Tax laws can change yearly, affecting your estate's financial aspects. Especially if your financial circumstances have shifted, tax considerations could influence your estate plan. 📜 Beneficiary Updates - It's vital to double-check that your chosen beneficiaries are current and reflect your wishes accurately. 💰 Asset Dynamics - Your assets may grow or evolve over time. Your estate plan should adapt to these changes, safeguarding them and ensuring proper distribution. This checklist provides a general overview, but we’re also here to offer personalized guidance. Please give us a call at 815-455-3000 to schedule your estate plan check-up today! #bruninglaw #estateplanning #review #newyear #chicago #schaumburg #crystallake

HAVE YOU GIVEN ANY THOUGHT TO LEAVING A LEGACY? Early planning can help you minimize taxes on your estate, ensure fair distribution among inheritors, and avoid potential family conflicts. Your future beneficiaries might be wondering what your plans are. Moreover, The estate tax exemption, currently at an unprecedented high, may be subject to "sunsetting" in 2026. This potential shift presents a crucial opportunity for individuals and businesses to engage in comprehensive estate planning now. Let’s talk legacies -- what you can do today to leave one for the future. Comment on this post Josh Lerner CFP®, CLU®, RICP® or email me: josh.lerner@nm.com #estateplanning #legacy #EstateTaxExemption

Did you know that depending on your primary residency state, your estate could be at risk of losing a substantial amount of its value due to state and/or federal estate taxes?  A properly structured estate plan can be your saving grace, helping you avoid the pitfalls that catch those who fail to plan. Take control of your future and protect your assets by scheduling a consultation with us today! Our expert team will guide you through the process, ensuring your estate plan is tailored to your unique needs and goals. Don't wait until it's too late! Secure your legacy and safeguard your loved ones' futures. Contact us now to schedule your consultation.  #EstatePlanning #ProtectYourLegacy #ConsultationAvailable

🤔 Have you ever thought about how estate taxes could turn your or your family's inheritance into pennies faster than you can say “go ninja, go ninja, go?” In this week’s installment of our celebrity estate planning series, Vanilla Ice calls estate taxes a "generational wealth killer." See what he means, and learn what to do to keep Uncle Sam from crashing the party. 💸 👉 Check out the blog today: https://lnkd.in/gKJ9tjdq #timelessestateplanning #legacyplanning #family #estateplanning #mylifematters #EstatePlanning #Celebrities #VanillaIce #Trusts #LifeInsurance #EstatePlanningLessons #LearnFromTheBest #WealthManagement #LegacyPlanning #FamousEstates #ProtectYourAssets #PlanAhead #LegalAdvice #FamilyProtection #FuturePlanning #CelebrityStories #FinancialPlanning

Estate planning is a vital step for anyone who wants to ensure their family’s future is protected and their wishes are respected. It’s not just about wealth—it’s about peace of mind. From minimizing inheritance tax to planning for long-term care, a well-crafted estate plan is essential for UK residents at every life stage. In our latest blog post, we delve into why estate planning is crucial and how you can start securing your legacy today. 👉 Read the full article https://lnkd.in/eMQEVtga #EstatePlanning #WealthManagement #FinancialPlanning #UKLaw #LegacyPlanning #FamilyFirst

Attention Sussex County Neighbors: Big News on the Horizon! Did you know we have our first property reassessment since the '70s. Here’s the scoop: Reassessment Rundown: Updating property values. Look Out for Mail: Your property’s tentative value notice is on its way. Why It’s Crucial: Fairness in taxation and boosting our schools. Questions?: There’s a way to appeal. Get all the details in my latest blog: https://lnkd.in/gYrmzt_e Let’s chat in the comments! We’re navigating these exciting times together! #SussexCountyReassessment #CommunityStrong #RealEstateInsights 

Through careful estate planning, Daniel can structure his assets in a way that minimizes estate and inheritance taxes, preserving his legacy for generations to come. There is power in strategic planning. Contact our office today to schedule a consultation and learn how you can preserve your family's wealth for generations. 💰📊✨ https://zurl.co/Kn0z #TaxEfficientEstate #LegacyPreservation #EstatePlanningWisdom

Attention Sussex County Neighbors: Big News on the Horizon! 🎉Did you know we have our first property reassessment since the '70s. Here’s the scoop: 🏡Reassessment Rundown: Updating property values. 📧Look Out for Mail: Your property’s tentative value notice is on its way. 🤝Why It’s Crucial: Fairness in taxation and boosting our schools. 👀Questions?: There’s a way to appeal. 👉Get all the details in my blog: https://lnkd.in/ggX2d-nV 💬Let’s chat in the comments! We’re navigating these exciting times together! #SussexCountyReassessment #CommunityStrong #RealEstateInsights

ARE YOU CONSIDERING A LEGACY PLAN? By planning now, you can reduce estate taxes and ease the burden on your heirs, ensuring your wishes are respected. Your beneficiaries may already be curious about your intentions. Moreover, the estate tax exemption, currently at an unprecedented high, may be subject to "sunsetting" in 2026. This potential shift presents a crucial opportunity for individuals and businesses to engage in comprehensive estate planning now. Let’s talk legacies -- what you can do today to leave one for the future. Comment on this post Robert Bolt, MBA, CLU®, RICP® or Email me: Robert.Bolt@nm.com #estateplanning #legacy #EstateTaxExemption