Check out this insightful article via Estate Guru about why estate planning is essential for everyone, not just the wealthy. Proper estate planning ensures your assets are managed and distributed according to your wishes, protects your loved ones, and minimizes legal complications. It's never too early to start planning. Learn more in the full article: https://bit.ly/3W2x9OL #EstatePlanning #FinancialPlanning #LegacyProtection #FutureProof #EstateGuru #WealthManagement
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This article is a little dismal. However, it drives home the importance of estate planning. Estate planning is not something to be saved for your old age. At Benson Wealth, we have made sure to establish a strong network of trusted attorneys who will work with us in ironing out your estate plans. If you have questions about your own estate, reach us at: bensonwealthmgt.com patrick.shea@bensonwealthmgt.com (603) 316 2544 The complexities of estate planning can seem daunting, but having your affairs in order is essential for protecting your goals and legacy.
Don't let estate blunders get in the way of your wishes
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New Year, New Plan! 📜✨ Considering your resolutions? How about making estate planning a priority? Check out our newest blog to discover why it might be the best resolution you make in 2024. 🏡💼 🔗: https://bit.ly/41SEhyE #estateplanning #millerestateandelderlaw #estateplanninglawyer #protectyourfamily #secureyourlegacy #protectyourwealth #protectyourassets #blogoftheday
Should an Estate Plan Be Your New Year’s Resolution?
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Estate planning is a crucial process that ensures your assets are distributed according to your wishes, but many individuals make common mistakes that can lead to unintended consequences. #EstatePlanning #LegacyProtection #AssetDistribution https://lnkd.in/dAeweMYG
What not to do when planning your estate | Open Privilege
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New Blog!!! In this blog, we discussed the common misconception about estate planning. Estate Planning: Not Just for the Wealthy When people hear the term “estate planning,” they often imagine it’s something only the wealthy need to worry about. However, this is a common misconception. Estate planning is a crucial step for everyone, regardless of their financial status. Here’s why estate planning is not just for the wealthy and is essential for anyone who wants to protect their loved ones and ensure their wishes are honored.................. (Read more) https://lnkd.in/g6puCzE2 Find out how easy it can be to protect your assets in this 1-hour free estate planning webinar—hosted by the Estate Law Center. Join us online every Wednesday as we answer all of your Estate Planning questions. Understand what you need to do to protect yourself and your family. Reserve your virtual seat now! English Webinar w/ Attorney Hee Jae Yoon- https://lnkd.in/ga6h8NQf (2:00 PM) Mandarin Webinar w/ Attorney Lin Wang - https://lnkd.in/gvAaRbEB (8:30 PM)
Estate Planning: Not Just for the Wealthy
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A will provides clarity and peace of mind for your loved ones and is a fundamental too in estate planning. Read more below: https://bit.ly/4d25CTf
How a Will Fits Into Your Estate Planning Strategy
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Trusts can make an estate plan more tax-efficient and effective (what goes to whom when and how). But first you need an estate plan! Our simplified checklist outlines the basics. The important thing is to get started… #trusts #estateplanning #financialplanning #wealthmanagement #trustweek
Estate Planning Checklist
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As an estate planner, my primary goal is to help you ensure that your assets are distributed according to your wishes after you pass away. However, estate planning is not a one-time event; it is an ongoing process. Life is full of changes, and your estate plan should reflect that dynamic nature. Let’s delve into the situations that might require a review and possible revision of your estate planning documents: https://lnkd.in/gqCG5E_K #sanluisobispo #slocounty #estatelawyer #trusts #trustlawyer
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📜✨ Estate Planning vs. Wills: Unraveling the Basics! 💼🔍 Curious about the difference between estate planning and wills? Let's break it down: 🏛️ Estate Planning: Estate planning encompasses a comprehensive approach to managing your assets during your lifetime and beyond. It involves strategizing how your wealth will be distributed, managed, and protected, not just after your passing but also during your lifetime if you become incapacitated. 📜 Wills: A will, on the other hand, is a legal document that outlines your wishes regarding the distribution of your assets after your death. It's a crucial component of estate planning, but it primarily focuses on post-mortem affairs and may not address certain aspects like incapacity planning. 💡 Key Differences: Estate planning covers a broader spectrum of financial and personal considerations, including but not limited to wills. While a will specifies who gets what after you pass away, estate planning encompasses various tools and strategies to protect your assets, minimize taxes, and ensure your wishes are honoured during your lifetime and beyond. #EstatePlanning101 #Wills #FinancialPlanning #LegacyPlanning #FinancialEducation
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When estate planning, follow these 3 tips: - Create a will. This is a crucial first step in estate planning. 🌐 - Consider a living trust. It's not just for the wealthy; it can simplify things for everyone. 📜 - Talk about it! Open conversations with family now can prevent disputes later. 💬 Estate planning isn't just about paperwork; it's about peace of mind. 🕊️ Get help now to secure your future and keep your family close. Share or comment if you're ready to take the next step in modern estate planning! 🚀 Get help now 👉https://lnkd.in/gxg6Y87i #EstatePlanning #WealthPreservation #FamilyHarmony #lawfirm #estatelaw
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Myth Busted: Estate Planning is NOT Just for the Wealthy! Think estate planning is only for the rich? Think again! Whether you have a modest estate or substantial assets, everyone can benefit from a well-crafted estate plan. It's about ensuring your wishes are respected, your loved ones are cared for, and your affairs are in order. Discover Why Estate Planning is Essential for Everyone! *Control over your assets *Guardianship for your children *Healthcare directives *Financial power of attorney * Minimizing probate * Reducing family conflict * Peace of mind Read our latest blog to learn how estate planning can protect your future and provide peace of mind for you and your loved ones.
Debunking the Myth: Estate Planning is Only for the Wealthy
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