LeRoy Peterson’s Post

It's Wednesday Q&A! ⏰ Q: Should I leave money for my child with special needs in my will? -Parent A: It's best not to leave money directly in your will. Doing so could jeopardize your child's access to critical government benefits. Instead, consider a Special Needs Trust. This ensures your child receives financial support without affecting their eligibility for government programs. 💡 . . . #cheeverlaw #sandiegoattorney #sandiegoestateplanningattorney #legalservices #businessplanning #estateplanning #trusts #wills #trustattorney #trustsandestates #lawyer #elderlaw #estateplan #specialneedstrusts #willsandtrusts #attorney #livingwill #revocabletrust #powerofattorney #guardianship #specialneedsplanning #modernestateplanning #estatelawyer #lawyersofinstagram

If you have a blended family, you may want to consider special protection in your estate plan for your biological children. If you don’t clearly outline your wishes, your child may not receive any inheritance. For example, if your assets all pass to your new spouse, when she eventually passes years down the line, everything may be divided among her children – and your biological children may be excluded. Make sure you consider various scenarios. Let us know how we can help. 402.718.8888 . #LPL #leroypetersonlaw #estateplanning #estateplan #wills #trusts #guardianship #longtermcare #eldercare #elderlaw #lawyer #estateplanninglawyer #prepareforthefuture #probate

Did you know that stepchildren need to be specifically named in your will, trust, or other estate documents to get any inheritance? Stepchildren don’t automatically have a legal right to inherit under most state laws unless they are specifically mentioned in a will or trust. Learn more about the rights of stepchidlren in inheritance planning and why being intentional with your planning matters in our new blog post. https://buff.ly/3UHSZWW #EstatePlanning #StepChildren #Inheritance #Wills #Trusts #FloridaLawyer #EstatePlanningAttorney

Why should you have a Will? In our latest article, Lisa Carter discusses nine crucial reasons: 🔵Control asset distribution 🔵Appoint trusted executors 🔵Secure guardianship for minor children 🔵Minimise family disputes 🔵Ensure tax efficiency 🔵Protect unmarried partners 🔵Set up protective trusts 🔵Specify funeral wishes 🔵Maintain flexibility with updates To read more about these nine important reasons, visit: https://ow.ly/kzTO50SIzWH If you wish to set up a Will, but unsure where to start, please contact our friendly private Client team on 01245 228125 or PrivateClientEnq@gepp.co.uk. #WillWriting #EstatePlanning #LegalAdvice #Trusts #TaxEfficiency #UKLaw #FamilyProtection

Protecting loved ones, especially those with special needs, is crucial. Let's break it down: 👉 Wills follow court rules, trusts follow your rules. 👉 Wills might be simpler upfront, but trusts can save time and money in the long run. Confused? Don't stress! We can help you find the perfect fit for your family. Call us at (813) 651-1233 to schedule a consultation with our office today! #SpecialNeedsPlanning #Wills #Trusts #SpinksLawFirm #BoardCertifiedElderLawAttorney #EstatePlanning #ElderLaw #Family #LongTermPlanning #Guardianship

If you don't have a Will, and everything passes directly to your minor child upon your death, the court will need to appoint a Conservator to control/manage the funds until your child turns 19. There is a very good chance the child's biological parent (your ex-spouse) will be appointed as the Conservator. If this is against your wishes you need to establish a Will to make sure a Trust is established for your minor child, at your death. That way YOU can name the Trustee to be in charge of the assets for your child. Let us know how we can help. 402.718.8888 . #LPL #leroypetersonlaw #estateplanning #estateplan #wills #trusts #guardianship #longtermcare #eldercare #elderlaw #lawyer #estateplanninglawyer #prepareforthefuture #probate

Join us this Saturday at 6:00 PM to learn all about wills, trusts, and incapacity in our online event - don't miss out on this essential information! Link in bio for more details and to get tickets. #Wills #Trusts #Incapacity #EstatePlanning #LegalAdvice

What is a Trust and who are they for? 💭 A trust is a legal arrangement that allows assets such as property or money to be looked after for the benefit of the beneficiaries named in the Will. Trusts are often used to hold assets for children until they are old enough to receive them. This section provides an introduction to the basic principles of Trusts, which will help you to prepare for a more detailed discussion with your adviser. https://lnkd.in/e2ek3FF2 #Trusts #EstatePlanning #Worthing

Join my complimentary workshop on Saturday, May 18th, at 12 PM CST to help you learn the tools you need to avoid probate in Texas -> https://buff.ly/3JTOtPm In this educational workshop, we will cover:    • The cornerstone estate planning documents and what each document does    • What the default Texas estate plan looks like, and how it negatively impacts minor children    • The negative potential tax implications of a failure to plan    • What to expect from probate after a loss    • The specific language to use (or avoid) in order to better protect your rights    • Guardianship of minors    • And, what questions to ask when looking for the right attorney for you    #brenhamestateplanning #estateplanning #texas #wills #trusts #probate #powerofattorney #healthcaredirective #succession   

What happens to your children if something happens to you? Many parents assume that their spouse or a close family member will automatically step in, but without a proper estate plan, the courts—not you—will decide who raises your children and manages their inheritance. A well-structured estate plan ensures: ✅ You choose a guardian for your children ✅ Your assets are protected and distributed according to your wishes ✅ Your family avoids lengthy and costly legal battles Don’t leave their future to chance. Secure peace of mind today with a plan tailored to protect what matters most—your family. 📞 Contact us today to get started! 📧 info@aionlaw.ca | 🌐 www.aionlaw.ca | 📞 1-866-AIONLAW #EstatePlanning #WillsAndTrusts #ProtectYourFamily #LegalPlanning #AionLawPartners