It’s Back-to-School season, and while you’re busy preparing for the fall, it’s also the perfect time to update your estate plan. Life changes—kids grow up, financial situations evolve, and goals shift. An outdated estate plan might not reflect your current wishes or provide the protection your family needs. We’re here to help you ensure your plan is up to date, so your legacy and loved ones are protected. Whether you’re reviewing beneficiary designations, updating healthcare directives, or adjusting trust provisions, now’s the time to get it right. Take action today and protect your family’s future with the peace of mind that comes from a well-maintained estate plan. Read more about why it’s the right time to update your estate plan in our newest article. #EstatePlanning #ProtectYourFamily #IngleLaw #PeaceOfMind #PlanAhead
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🍁 October is Estate Planning Awareness Month - Time to Secure Your Family's Future! 📜 Have you considered your estate plan? Whether you're young, old, single, or have a family, estate planning is crucial to protecting your assets and ensuring your loved ones are cared for after you're gone. What is Estate Planning? It's preparing your financial, medical, and personal wishes for the future. This includes creating a will, establishing trusts, assigning healthcare proxies, and more. It's about having a solid plan in place for life's uncertainties, ensuring peace of mind for you and your family. Why does it matter? ➡️ Only 1 in 3 adults in the U.S. has an estate plan. ➡️ Without proper estate planning, your family could face unnecessary financial and legal burdens. ➡️ Estate planning isn't just for the wealthy - everyone benefits from having a plan in place. If you haven't created your estate plan or need to review what you have, we're here to help. Contact us to schedule a consultation and ensure your family is cared for just how you want. 📞 816-601-1234 🌐 Or schedule online at www.completelawkc.com #estateplanningawarenessmonth #estateplanningtips #estateplanningimportance #estateplan #wills #trusts #planahead #protectyourassets #completelawkc
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Should your family know all the details of your estate plan? You might have worries over stirring up family tension, or perhaps the subjects of powers of attorney and healthcare directives aren’t the sunniest of dinner table topics. However, there are a number of benefits to letting your family know some of the key points covered in your plan. For example, telling your family about your preferences in the event of incapacity will save them from encountering an extra level of stress and confusion. Here are a few different ways you might choose to get your family acquainted with your plan: Option #1: Share everything with everyone. Total transparency is certainly an option, but it might not be the ideal choice depending on your family dynamics. Too much information can be overwhelming, and could also lead to disputes between family members. However, too little information can cause misunderstandings, stress, and time delays when the time to act comes. Option #2: Share the basics with everyone. Sometimes, sharing a summary rather than all the details is a simpler and more effective choice. If you’re going the summary route, talk about how your estate plan works or “flows” without including any information about the specific assets. Option #3: Share your list of point people. Another route to take if you don’t want to divulge every detail of your plan is to simply share who you’ve “cast” in different roles in your plan. Let your family know who your trustees, executors, and health care agents are so there are no surprises later on and so they know who to look to, when the time comes. Are these types of topics difficult for you to discuss with your family? We can help you work through this process. Contact us today so we can make sure all your children get the most out of life and enjoy ongoing financial security for years to come. You can reach us at (612) 888-1000.
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Smart Estate Planning Strategies "Looking for a fresh take on Estate Planning? My colleague’s new article cut through the noise for me, bringing insights that really matter. I recommend giving it a read." https://lnkd.in/g4EiriyF #RetirementGoals #EstateManagement #SocialSecurityTips #HealthcareSavings #StableIncome #IncomeInvesting #SeniorCare #ProtectYourWealth #FamilyWealth #RiskAverseInvesting
Smart Estate Planning Strategies
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Smart Estate Planning Strategies "Looking for a fresh take on Estate Planning? My colleague’s new article cut through the noise for me, bringing insights that really matter. I recommend giving it a read." https://lnkd.in/ezPk2YDh #RetirementGoals #EstateManagement #SocialSecurityTips #HealthcareSavings #StableIncome #IncomeInvesting #SeniorCare #ProtectYourWealth #FamilyWealth #RiskAverseInvesting
Smart Estate Planning Strategies
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Smart Estate Planning Strategies "Looking for a fresh take on Estate Planning? My colleague’s new article cut through the noise for me, bringing insights that really matter. I recommend giving it a read." https://lnkd.in/eB6GN3_A #RetirementGoals #EstateManagement #SocialSecurityTips #HealthcareSavings #StableIncome #IncomeInvesting #SeniorCare #ProtectYourWealth #FamilyWealth #RiskAverseInvesting
Smart Estate Planning Strategies
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Today is the start of National #EstatePlanning Awareness Week, serving as a reminder to review your estate planning to see if any updates are needed to cover recent changes in your life or situation. In the latest #LegacyMatters blog post, Haley Clough explains how important it is for children over 18 to have the two basic estate planning documents that will let parents help their children in an emergency situation.
Do the Young Adults in Your Family Have Estate Planning Documents? - Warner Norcross + Judd LLP
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Smart Estate Planning Strategies "Looking for a fresh take on Estate Planning? My colleague’s new article cut through the noise for me, bringing insights that really matter. I recommend giving it a read." https://lnkd.in/g54F8fn4 #RetirementGoals #EstateManagement #SocialSecurityTips #HealthcareSavings #StableIncome #IncomeInvesting #SeniorCare #ProtectYourWealth #FamilyWealth #RiskAverseInvesting
Smart Estate Planning Strategies
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Smart Estate Planning Strategies "Looking for a fresh take on Estate Planning? My colleague’s new article cut through the noise for me, bringing insights that really matter. I recommend giving it a read." https://lnkd.in/eQDVJYUS #RetirementGoals #EstateManagement #SocialSecurityTips #HealthcareSavings #StableIncome #IncomeInvesting #SeniorCare #ProtectYourWealth #FamilyWealth #RiskAverseInvesting
Smart Estate Planning Strategies
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Creating an estate plan is crucial for asset distribution, selecting guardians for children, and planning care for dependents. If you haven't started yet, check out our latest blog post for tips on how to get started today. https://hubs.la/Q02vC-jQ0 #estateplanning
No Matter Who Becomes President, Start to Plan
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Smart Estate Planning Strategies "Looking for a fresh take on Estate Planning? My colleague’s new article cut through the noise for me, bringing insights that really matter. I recommend giving it a read." https://lnkd.in/e8QwEqc8 #RetirementGoals #EstateManagement #SocialSecurityTips #HealthcareSavings #StableIncome #IncomeInvesting #SeniorCare #ProtectYourWealth #FamilyWealth #RiskAverseInvesting
Smart Estate Planning Strategies
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