Paul Yokabitus’ Post

Special Needs Planning: What it is, Who it's for, and Why it's Important #SNP #SpecialNeeds #Trusts #EstatePlanning https://goo.gl/6ohSfC

Special Needs Planning: What it is, Who it's for, and Why it's Important #SNP #SpecialNeeds #Trusts #EstatePlanning https://goo.gl/6ohSfC

Special Needs Planning: What it is, Who it's for, and Why it's Important #SNP #SpecialNeeds #Trusts #EstatePlanning https://goo.gl/6ohSfC

It is learnt from a survey that fifty-three percent of NDIS respondent organisations had annual revenue of less than one million dollars and eighty-three per cent had less than five million dollars. NDIS businesses need to be as well informed as possible avoiding unintended financial planning risks and losses. #ndisprovider #ndisregisteredprovider #ndissupport #ndisaustralia

📣🏠 ATTN JERSEY ESTATE AGENTS! 🏠📣 If you aren't doing the three things, you may want to start today. ➡ As the next person walking through your door could be an Inspector from the Jersey Financial Services Commission... Are you prepared? Heads up! The Jersey Financial Services Commission is conducting inspections in 2024, focusing on Designated Non-Financial Services Businesses and Professions (DNFBP’s) regarding staff training and awareness. Don't say we didn't warn you! PropelFwd offers tailored training to ace these inspections and keep you compliant. Reach out for guidance today! 🚀💼 #JFSCInspections #AMLTraining #JerseyBusiness

Elevate your #legacy #managementstrategy by gaining peace of mind, #financialsecurity , and #legalprecision through careful review and update of your beneficiary designations. Ensure that your #assets align with your current intentions, #reducingstress associated with outdated decisions.  Safeguard your loved ones financially by meticulously maintaining up-to-date #beneficiary information, shielding them from potential disruptions. Tailor your plans to accommodate minor beneficiaries' transition to adulthood, ensuring a seamless transfer of assets. Uphold #legalstandards by proactively staying abreast of evolving laws, minimizing conflicts, and ensuring alignment with current regulatory requirements. Mitigate legal complexities through routine reviews, adhering to statutory obligations, and preemptively averting potential disputes. This comprehensive approach ensures your legacy is managed with foresight and consideration for your and your loved ones' well-being. Don't forget to always update your #financialadvisor about your will! Contact us for more! www.lli360.com #lifelineinternational360 #lli360 #financialawareness #financialadvisor #financialplanning #financialgrowth #financialadvisors #financialempowerment #financialplanner #financialplan #financialplanning #beneficiary #writeyourwill

🔍 Special Needs Trust: Securing the Future for Your Loved Ones 🌐 https://lnkd.in/ebNqvyrq Planning for the future of a loved one with special needs requires thoughtful and expert guidance. A Special Needs Trust can provide financial security without jeopardizing eligibility for essential government benefits. At Morgan Legal Group, we specialize in crafting customized trusts to meet your unique needs. Key Benefits of a Special Needs Trust: Government Benefit Protection: Ensures your loved one maintains eligibility for Medicaid and Supplemental Security Income (SSI). Financial Management: Provides professional management of assets, ensuring funds are used appropriately for the beneficiary’s needs. Enhanced Quality of Life: Allows for the purchase of goods and services that enhance the beneficiary's quality of life, which government benefits may not cover. Peace of Mind: Offers assurance that your loved one will be taken care of, even when you are no longer able to provide support. Why Choose Morgan Legal Group? Expertise in Special Needs Planning: Our experienced attorneys have a deep understanding of the legal nuances involved in setting up Special Needs Trusts. Personalized Service: We work closely with you to create a trust that aligns with your family’s specific circumstances and goals. Comprehensive Approach: We integrate special needs planning into your broader estate plan, ensuring a holistic approach to your financial and legal needs. Dedicated Support: Our team is committed to providing compassionate and professional guidance throughout the entire process. Secure your loved one’s future with a well-structured Special Needs Trust. Contact Morgan Legal Group today to learn how we can help you plan effectively. 📍 Morgan Legal Group 100 Church Street, 8th Floor, New York, NY 10007 📞 Contact Us: (212) 561-4299 📧 contact@morganlegalny.com 🌐 Visit our website at www.morganlegalny.com for more information. #MorganLegalGroup #SpecialNeedsTrust #EstatePlanning #NYCLawyer #LegalAdvice #FuturePlanning

𝗔𝘀 𝗮 𝗧𝗿𝘂𝘀𝘁𝗲𝗲, 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗮𝘄𝗮𝗿𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗹𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗿𝗶𝘀𝗸? Many Trustees may not fully realise the liability risks they face while managing a Community Scheme. Even with the best intentions, Trustees can be exposed to significant legal and financial risks due to their responsibilities. 𝗢𝗻𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘄𝗮𝘆 𝘁𝗼 𝗺𝗶𝘁𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗲𝘀𝗲 𝗿𝗶𝘀𝗸𝘀 𝗶𝘀 𝗯𝘆 𝗮𝗽𝗽𝗼𝗶𝗻𝘁𝗶𝗻𝗴 𝗮𝗻 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗔𝗴𝗲𝗻𝘁: This can provide several benefits: - 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗧𝗿𝘂𝘀𝘁𝗲𝗲𝘀: By delegating day-to-day management to a professional, Trustees—who are often unpaid volunteers working part-time can reduce their personal liability. - 𝗘𝘅𝗽𝗲𝗿𝘁 𝗢𝘃𝗲𝗿𝘀𝗶𝗴𝗵𝘁: An Executive Managing Agent offers specialized knowledge and experience, helping to ensure compliance and address issues promptly. 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝘁𝗼 𝗿𝗲𝗱𝘂𝗰𝗲 𝘆𝗼𝘂𝗿 𝗹𝗶𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗿𝗶𝘀𝗸? 𝗭𝗗𝗙𝗶𝗻 can help you explore options to protect your Community Scheme and its Trustees. ☎ +27 (0) 10 020-3228 📧 info@zdfin.co.za 🌐 https://zdfin.co.za Facebook: @zdfin LinkedIn: ZDFin #ZDFin #ExecutiveManagingAgent #Liability #CommunityScheme

Financial Planners! Elevate Your Client's Trust with a Strategic Partner Who guards your client's trust when unforeseen challenges arise? In the realm of estate planning, a Trust Protector is your client's unsung hero, ensuring their trust can adapt to unforeseen changes. Partnering with us means unleashing the power of Trust Protectors, adept at: 🔹Dynamic Adaptability: Strategically relocating trust assets in response to legal or economic shifts. 🔹Tailoring Trust Provisions: Modifying terms to align with the client's original intentions. 🔹Flexible Beneficiary Designations: Adjusting beneficiaries to reflect evolving family dynamics. 🔹Trustee Management: Empowering clients to select or remove trustees for optimal stewardship. 🔹Strategic Jurisdiction Changes: Optimizing trust structure through legal situs adjustments. 🔹Risk Mitigation: Swiftly adapting to volatile markets, shielding trust assets from unforeseen risks. Our Trust Protectors are the dynamic guardians ensuring your clients' trusts stand resilient and true to their vision. Let's collaborate to fortify your clients' trusts with an extra layer of protection. Call us at 610-889-0288 or visit paolilaw.com for a strategic consultation. #trustprotection #legacysecurity #financialguardian #estateplanning #lifechanges #estatechanges #financialguidance #estateadministration #trusteeship #financialadvisors #familyadvocate #preservingfamilyfunds #legacyplanning #financialwisdom #clientadvocacy #fiduciaryresponsibility #familywealthpreservation #estatemanagement

🔍 Understanding the ‘Multiple Trust Arrangements’ in RMD Final Regs 📜 James G. Blase breaks down Section 1.401(a)(9)-4(f)(4) and its implications for estate planning. Are all remainder beneficiaries treated as designated beneficiaries? This article explores the complexities and potential drafting options to navigate these regulations. #EstatePlanning #Trusts #RMD #TaxRegulations #WealthManagement