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I was quoted in Yahoo Finance and GOBankingRates on how to protect your assets and pass generational wealth through real estate. Check it out: https://lnkd.in/gTjEtzf5 Story by Cindy Lamothe

An Estate Plan Question: How Do My Heirs Receive Their Money? This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money. [Blog Post] https://lnkd.in/gb7DjkHv #lifeplanlegalaz #estateplanning #estateplanningattorney #queencreekaz #gilbertaz

If any good came out of the bare trust tax-filing mess of earlier this year, it’s the realization for many people that they have to up their game in estate planning. Follow #charalambos for expert tips and insights #financialplanning #financialadvisor #Wealthmanagement #wealthbuilding #Retirementplanning #investing #wealthaccumulation #businessowners #wealthmastery

Secure your family's financial future with Property Protection Trusts! 🏠 These trusts are crucial in estate planning, ensuring your home is managed as per your wishes, even after you're gone. Read more here https://bit.ly/3vCmHDp #PropertyProtectionTrusts 📜

How To Discuss #EstatePlanning And Wills With #Aging Loved Ones In Our Family https://bit.ly/3zMqjnO #MoneyStory #Money #LegacyPlanning #EstateDocuments #HealthcareDirective #LivingWill #POA #Will #Trust #LegalDocuments #FinancialPlanning #CFP

How To Discuss #EstatePlanning And Wills With #Aging Loved Ones In Our Family https://buff.ly/4bEugbp #MoneyStory #Money #LegacyPlanning #EstateDocuments #HealthcareDirective #LivingWill #POA #Will #Trust #LegalDocuments #FinancialPlanning #CFP

How To Discuss #EstatePlanning And Wills With #Aging Loved Ones In Our Family https://buff.ly/4bEugbp #MoneyStory #Money #LegacyPlanning #EstateDocuments #HealthcareDirective #LivingWill #POA #Will #Trust #LegalDocuments #FinancialPlanning #CFP

The author, a Financial Advisor, emphasizes the significance of maintaining current wills and trusts to avoid family conflicts. While trusts usually take precedence over wills, discrepancies can lead to disputes. Regularly reviewing these documents with an estate attorney, ideally annually, ensures clarity and minimizes uncertainty. For individuals with stable assets, updating every few years may suffice. It’s crucial to stay proactive to secure your legacy effectively.

As in real estate, location is key when it comes to how a trust operates. Find out why we established a trust company in South Dakota to better serve our clients: #trusts #estateplanning #financialplanning #wealthmanagement #trustweek

It’s so important to plan for your financial future, and that of your loved ones. Talk to us about inheritance planning: https://lnkd.in/egv6hgn2 #inheritance #beneficiary #financialplanning