Let's talk about estate planning with Chi Luu 🎙️ "Without planning, estate taxes could take 40% of your assets! Let's protect your family's future from heavy estate taxes with the right plan."
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Financial Advisor and Coach making retirement more affordable for six-figure professionals and entrepreneurs so they can live lives of freedom, abundance and purpose
Why Consider Estate Planning? 🏘 FFS's own Chi Luu breaks it down in this short but impactful video. Check it out! #estateplanning #estatetaxes #ffs #lifeinsurance #cnfinancial #fyp #linkedin
Let's talk about estate planning with Chi Luu 🎙️ "Without planning, estate taxes could take 40% of your assets! Let's protect your family's future from heavy estate taxes with the right plan."
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Many states have estate taxes, and in some instances, those taxes affect even small estates with modest assets. It’s particularly important, therefore, to work with an estate planning attorney who can help you maximize your assets and protect your heirs.
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Drafting a will is an important part of estate planning, and there are several reasons why it is crucial for people to have a will in place: 5. **Minimizing Estate Taxes**: A well-crafted will can help minimize estate taxes and ensure that your heirs receive more of your assets. Proper estate planning can help you take advantage of tax-saving strategies and protect your assets for future generations#makethesmartmove
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When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate. Our wealth manager shares tips to help you with your estate tax planning: https://hubs.la/Q02hdlP00 #PalmSprings #EstatePlanning #FinancialAdvisor
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When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate. Our wealth manager shares tips to help you with your estate tax planning: https://hubs.la/Q02hdj8x0 #PalmSprings #EstatePlanning #FinancialAdvisor
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Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes, which can substantially affect the distribution of money and property to a married couple's loved ones.
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Financial Advisor at East Tennessee Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
If you plan to pass on your wealth to loved ones, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD
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Unlock the benefits of a 1031 Exchange! Learn how to reinvest your real estate profits and defer taxes with our comprehensive blog post. Learn more here: https://lnkd.in/eUdCA58
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Less than a week until our free webinar! Are you interested in learning more about estate planning, estate taxes and irrevocable trusts? Use this link to register: https://lnkd.in/e9BUsDB6 #freewebinar #NewYearGoals #WillsandTrusts #estatetaxes #irrevocabletrusts
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Registered Practice Associate - CPC Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD
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