Power Hour Lunch: Meet the Experts - Revisited | January 15, 2025 A lot has changed since September - Estate planning can be complex, but staying informed is essential to protecting your legacy and ensuring your wishes are carried out. Whether you're new to the process or need to update your plans, this webinar will cover all the critical aspects of estate planning. See below for our impressive lineup of experts. Moderator: John “Jack” P. Clarke, Esq. ’55CBA, ’57L, ’24HON Attorney at Law and Professor, St. John's University, The Peter J. Tobin College of Business Panelists: Patricia Canale '85SVC, '11MLS - Real Estate Professional John J. Ceparano '85CBA - Principal and Wealth Manager, Modera Wealth Management, LLC Tanya Hobson-Williams '89C - Elder Law Attorney, Hobson-Williams, P.C Jim McTighe - Financial Services Professional, Lee, Nolan, & Koroghlian, LC Phyllisann Polizzi Kalenka, Esq. '87C, '90L - Attorney at Law, Spellman Gibbons Polizzi Truncale & Trentacoste, LL Joseph M. Velotti - Licensed Funeral Director and Owner, Roslyn Heights Funeral Home
St. John’s Office of Gift Planning’s Post
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CREATE A LEGACY OF LOVE THROUGH ESTATE PLANNING! FREE INITIAL CONSULTS WILL BE OFFERED TO ALL THAT ATTEND! J. Marc Montijo is a local Tucson Attorney who has 50 years’ experience practicing law in Tucson, Arizona. Marc is passionate about educating people on why taking a few simple steps to protect themselves and their loved ones can potentially save them thousands of dollars and offer them piece of mind. ESTATE PLANNING IS FOR EVERYDAY PEOPLE, NOT JUST MILLIONIAIRES! Top 5 reasons EVERYONE needs to hear this information and plan accordingly: 1. Family Harmony: Because we all know Thanksgiving dinner is stressful enough without fighting over Aunt Mille’s teapot! 2. To allow your loved ones to acquire your assets instead of the Probate court and the lawyers! 3. Peace of Mind: Because worrying about what happens after you’re gone is so last season! 4. Update your existing Trust or EP documents: Because just like fine wine, your estate plan gets better with age-but only if you remember to uncork it once in a while! 5. Flexibility and Control: Because life is unpredictable, but your estate plan doesn’t have to be. Date: June 6th The lunch & learn will be held at Stewart Title’s main office (3939 E. Broadway Blvd.) from 12pm – 1pm. RSVP with Tracy Nicasio at tracy.montijolaw@gmail.com or 520-881-6557
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📖 This Week's Blog: Lessons from Shelley Duvall's Passing and the Importance of Estate Planning Shelley Duvall’s recent passing leaves more than just her acting legacy; it highlights valuable estate planning lessons, especially for those with unmarried partners or unique family situations. In this week's blog, we explore the challenges her long-term partner faces without a will in place and why planning early is so critical to protect your loved ones. 🛡️ 🌟 Plan now to protect your assets and spare your loved ones from lengthy legal battles. Click the link below to dive into this timely post and learn how to avoid common estate planning pitfalls. 🔗 Read more: https://bit.ly/3BYbj7I
Shelley Duvall and What We Can All Learn From Her Death — BC Counselors at Law
bccounselorsatlaw.com
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Part of the "fun" of being an estate planning attorney is getting to talk about things people really DON'T want to talk about-- and yet are SO important to think about in advance. This article's a great resource as you're considering what you need to put together for yourself or a loved one's end-of-life arrangements.
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Blended Family Estate Planning: Navigating the Complexities with Compassion At BCN Law Firm, we understand the unique challenges that come with estate planning for blended families. Our experienced attorneys are dedicated to helping you navigate these complexities with compassion and understanding. Whether you're a stepparent looking to ensure your children are provided for, or a couple seeking to balance the needs of your respective families, we're here to help. Our team will work closely with you to develop a comprehensive estate plan that protects your assets, minimizes potential conflicts, and ensures your wishes are carried out. Here are three tips for blended family estate planning: 1. Communicate openly and honestly with your family members 2. Consider a trust to provide for your children and stepchildren 3. Review and update your plan regularly to reflect changes in your family dynamics Don't let the complexities of blended family estate planning overwhelm you. Contact BCN Law Firm today to schedule a consultation with one of our knowledgeable attorneys. We'll guide you through the process and help you create a plan that provides peace of mind for you and your loved ones. 352-394-2103 Clermont Office 352-775-4739 The Villages BCNLAWFIRM.com BCNLAWVILLAGES.com #BlendedFamilyEstatePlanning #EstatePlanning #BCNLawFirm #Compassion #FamilyLaw #PeaceOfMind #WednesdayWisdom #Blended #blendedfamily #blendedfamilies #FloridaLaw #floridalawyer #floridalawfirm
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Have you been postponing making some important decisions for your estate plan? It’s Estate Planning Week, so now’s the time to learn more and take action. To begin, you can check out our blog that explains 5 common mistakes people in the 50s and 60s make when creating an estate plan. Or simply reach out to Collins Family & Elder Law Group in the Carolinas. We take pride in helping locals in our communities create thorough estate plans, including fully customized wills that give your family the protection they need. Let’s get started today.
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Blended Family Estate Planning: Navigating the Complexities with Compassion At BCN Law Firm, we understand the unique challenges that come with estate planning for blended families. Our experienced attorneys are dedicated to helping you navigate these complexities with compassion and understanding. Whether you're a stepparent looking to ensure your children are provided for, or a couple seeking to balance the needs of your respective families, we're here to help. Our team will work closely with you to develop a comprehensive estate plan that protects your assets, minimizes potential conflicts, and ensures your wishes are carried out. Here are three tips for blended family estate planning: 1. Communicate openly and honestly with your family members 2. Consider a trust to provide for your children and stepchildren 3. Review and update your plan regularly to reflect changes in your family dynamics Don't let the complexities of blended family estate planning overwhelm you. Contact BCN Law Firm today to schedule a consultation with one of our knowledgeable attorneys. We'll guide you through the process and help you create a plan that provides peace of mind for you and your loved ones. 352-394-2103 Clermont Office 352-775-4739 The Villages BCNLAWFIRM.com BCNLAWVILLAGES.com #BlendedFamilyEstatePlanning #EstatePlanning #BCNLawFirm #Compassion #FamilyLaw #PeaceOfMind #WednesdayWisdom #Blended #blendedfamily #blendedfamilies #FloridaLaw #floridalawyer #floridalawfirm
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Blended Family Estate Planning: Navigating the Complexities with Compassion At BCN Law Firm, we understand the unique challenges that come with estate planning for blended families. Our experienced attorneys are dedicated to helping you navigate these complexities with compassion and understanding. Whether you're a stepparent looking to ensure your children are provided for, or a couple seeking to balance the needs of your respective families, we're here to help. Our team will work closely with you to develop a comprehensive estate plan that protects your assets, minimizes potential conflicts, and ensures your wishes are carried out. Here are three tips for blended family estate planning: 1. Communicate openly and honestly with your family members 2. Consider a trust to provide for your children and stepchildren 3. Review and update your plan regularly to reflect changes in your family dynamics Don't let the complexities of blended family estate planning overwhelm you. Contact BCN Law Firm today to schedule a consultation with one of our knowledgeable attorneys. We'll guide you through the process and help you create a plan that provides peace of mind for you and your loved ones. 352-394-2103 Clermont Office 352-775-4739 The Villages BCNLAWFIRM.com BCNLAWVILLAGES.com #planning #attorney #lawfirm #help #family #personalinjuryattorney
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Blended Family Estate Planning: Navigating the Complexities with Compassion At BCN Law Firm, we understand the unique challenges that come with estate planning for blended families. Our experienced attorneys are dedicated to helping you navigate these complexities with compassion and understanding. Whether you're a stepparent looking to ensure your children are provided for, or a couple seeking to balance the needs of your respective families, we're here to help. Our team will work closely with you to develop a comprehensive estate plan that protects your assets, minimizes potential conflicts, and ensures your wishes are carried out. Here are three tips for blended family estate planning: 1. Communicate openly and honestly with your family members 2. Consider a trust to provide for your children and stepchildren 3. Review and update your plan regularly to reflect changes in your family dynamics Don't let the complexities of blended family estate planning overwhelm you. Contact BCN Law Firm today to schedule a consultation with one of our knowledgeable attorneys. We'll guide you through the process and help you create a plan that provides peace of mind for you and your loved ones. 352-394-2103 Clermont Office 352-775-4739 The Villages BCNLAWFIRM.com BCNLAWVILLAGES.com #BlendedFamilyEstatePlanning #EstatePlanning #BCNLawFirm #Compassion #FamilyLaw #PeaceOfMind #WednesdayWisdom #Blended #blendedfamily #blendedfamilies #FloridaLaw #floridalawyer #floridalawfirm
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💫 Team Spotlight: Meet Kayla I'm grateful to have Kayla on our team - she's a key part of our client's journey as they begin to plan their family’s future. Why she's amazing: ✅ Guides folks through initial planning with care ✅ Understands each client's unique goals ✅ Provides expert guidance that's easy to understand Here's her take on an estate planning fundamental: Kayla 🗣️ A WILL is a statement of your wishes, but a TRUST is a plan for what will ACTUALLY happen I've seen wills on NAPKINS that get thrown out in court. If you want to make sure your estate is in order, a TRUST is the way to go. At Blacksburg Law, we focus on creating sound estate plans that truly represent your wishes. 💭 What questions do you have about planning for your family's future? Let us know below 👇 #TrustVsWill #EstateAttorney
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In this episode, Victor Esh shares the most important facts family lawyers need to know about real estate. https://lnkd.in/gWv8CbSk
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