If you've spent a lifetime waiting for your parents' inheritance, you might be in for a rude shock. Over the weekend, Safewill Legal was on the front page of The Australian Financial Review, following data analysis from Safewill that revealed the proportion of Wills naming grandchildren as beneficiaries has tripled over the past five years. Now, 1 in every 10 Wills name grandchildren as key beneficiaries.
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Disabled individuals can be especially vulnerable to exploitation. A strong estate plan with a responsible trustee acts as a shield, protecting your loved one's inheritance and ensuring it's used for their well-being. Look for a trustee with a proven track record of financial management and someone you trust to make decisions in your beneficiary's best interest. #PeaceOfMind #EstatePlanning #ProtectFromScams
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Disabled individuals can be especially vulnerable to exploitation. A strong estate plan with a responsible trustee acts as a shield, protecting your loved one's inheritance and ensuring it's used for their well-being. Look for a trustee with a proven track record of financial management and someone you trust to make decisions in your beneficiary's best interest. #PeaceOfMind #EstatePlanning #ProtectFromScams
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Disabled individuals can be especially vulnerable to exploitation. A strong estate plan with a responsible trustee acts as a shield, protecting your loved one's inheritance and ensuring it's used for their well-being. Look for a trustee with a proven track record of financial management and someone you trust to make decisions in your beneficiary's best interest. #PeaceOfMind #EstatePlanning #ProtectFromScams
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Are you above 40 and Don’t Have a Will? Don't let the courts decide your legacy. A will isn't just for the wealthy. It's for anyone who cares about their family's future. Here’s why you need to consider it. ✅A will clearly outline how your assets should be distributed. ✅Minimizes disputes among family members. ✅Allows you to appoint a guardian for minor children. ✅Provides peace of mind knowing they’ll be in good hands. ✅A well-crafted will helps avoid lengthy probate processes. ✅Potentially reduces the amount of estate taxes. Don't leave your family's security to chance. Act now! Follow Finnovate for more such information. You can also book a Complimentary consultation call by visiting our website or by clicking the link in the first comment. #EstatePlanning #WillPreparation #FamilySecurity #LegacyPlanning #FinancialSecurity #AssetProtection #WealthManagement #FuturePlanning #FinancialFreedom #LegalAdvice #TaxPlanning #PeaceOfMind #GuardianForChildren #moneymanagement #Finnovate
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Did you know? Without a will, your hard-earned assets might not go where you intend. Creating a will ensures your wishes are honored and your loved ones are protected. It’s not just about money; it’s about securing your legacy and Providing peace of mind for your family. Follow Finnovate for more such information. #EstatePlanning #WillPreparation #FamilySecurity #LegacyPlanning #FinancialSecurity #AssetProtection #WealthManagement #FuturePlanning #FinancialFreedom #LegalAdvice #TaxPlanning #PeaceOfMind #GuardianForChildren #Finnovate
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Disabled individuals can be especially vulnerable to exploitation. A strong estate plan with a responsible trustee acts as a shield, protecting your loved one's inheritance and ensuring it's used for their well-being. Look for a trustee with a proven track record of financial management and someone you trust to make decisions in your beneficiary's best interest. #PeaceOfMind #EstatePlanning #ProtectFromScams
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To err is human, but when it affects your home ownership rights, those mistakes can be devastating. Clerical or filing errors could affect the deed or survey of your property and cause undue financial strain in order to resolve them. Learn more at https://lnkd.in/erXSeqAs #FirstAmericanTitle; #Titleinsurance #TeamFL #Lovewhereyouwork
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One of the most important steps you can take for your family is ensuring they’re protected if you become incapacitated or worse. Powers of attorney, living wills, and revocable living trusts are essential tools to keep your estate in order and your wishes honored.
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Saturday's WSJ provides several examples of why having THAT conversation, regularly, benefits all stakeholders. "Death and money aren’t fun subjects to bring up over dinner. Yet families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars." Share the article with clients and guide them toward intelligent inheritance and estate planning strategies, before it's too late. #wills #trusts #taxefficiency https://lnkd.in/e2ffm3dx
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