👉 If you do not have an estate plan, then your state has a plan for you, and it's probably not what you want. 👉 Even if you have an estate plan, if it's out of date, your assets could be lost to the state department's pot of unclaimed property or to an unnecessary and public court process. 👉 Here’s the bottom line: If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if your current state of your affairs is okay with you. This is exactly what we do during your Legacy Planning Session. Schedule yours online today at https://lnkd.in/gk563xRT #knowledgeispower #luckfavorstheprepared #estateplanning #estateplanningattorney #tusts #wills #estates #wisconsinlaw #californialaw #wealthmanagement #wisconsin #financialplanning #forthefuture #zardalaw
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Most people focus on “probate avoidance” as the primary reason to have a Trust instead of a Will. But that benefit is a distant 2nd place. Anyone know what Trust benefit brings home the gold? Legacy Law Partners, PLLC #EstatePlanning #Trusts #Wills #Probate #AssetProtection
What is a Revocable Living Trust? A Revocable Living Trust lets you manage your assets now and seamlessly transfer them to your beneficiaries later, all without probate. Modify or revoke it anytime for flexibility and ensure your property and investments go directly to your loved ones. Secure your legacy with us! 👉 Ready to get started? Contact us now! ☎: 203-463-2778 💻: legacylawpartners.com 📍: 336 State Street, Suite 1, North Haven, CT 06473 #LegacyLawPartners #EstatePlanning #Wills #Trusts #AssetProtection #Probate #TrustsandEstates #BusinessPlanning
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Unlock the benefits of a living trust by learning how to seamlessly transfer property, money, and assets. Simplify your estate plan and avoid probate hassles. Learn more at https://lnkd.in/ecpavQ53 #LivingTrust #EstatePlanning #AssetsTransfer
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Could Your Estate Planning Shortcut Cost Your Heirs? In our latest article, we explore the key differences between Transfer on Death Deeds and Revocable Living Trusts. While these options may seem convenient, the wrong choice can lead to complications and unexpected costs for your loved ones. Take the time to understand how each option affects your estate and your heirs. Protect your legacy and ensure a seamless transition of your assets. Read the full article here: https://lnkd.in/eh7Gqn9k For expert assistance, contact Masterly Legal Solutions at 972-236-5051 or info@masterlylegal.com . We're here to help you navigate your estate planning needs. #EstatePlanning #TransferOnDeathDeed #LivingTrust #WealthManagement #ProtectYourHeirs #MasterlyLegalSolutions #LegalAdvice #EstatePlanningTips
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It's National Take a Chance Day! 🎲 Take a chance on adventure, love or following your dreams, but don't leave your estate to chance. Ensure your legacy is protected by crafting a solid estate plan. Contact me today at 805-201-2552 to discuss your options. #nationaltakeachanceday #takeachanceday Related Topics: legacy planning estate planning wills living trust legal services #wills #assets #estateplanning #assetplanning #wealthmanagement
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Wealth Manager & Shareholder at Deerfield | Helping clients focus their wealth on their most worthwhile causes
As a wealth manager, I can't stress enough the importance of estate planning. It's not just for the wealthy; everyone should have a plan in place to protect their assets and make sure their wishes are carried out. Estate planning involves creating a will, designating beneficiaries, and considering trusts or other legal instruments. It can also help minimize taxes and avoid probate. Don't wait until it's too late – start the conversation with your loved ones and consult with a professional to create a comprehensive estate plan tailored to your needs. #EstatePlanning #FinancialPlanning #Wills #Trusts #FinancialAdvisor
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Transform estate planning with a strategic move: the Revocable Living Trust (RLT). It's not just for the wealthy. An RLT bypasses the probate maze, offering your family swift, cost-effective asset distribution. More than a Will, it grants you full control and adaptability, coupled with substantial tax advantages. Embrace a tool that's truly about safeguarding your legacy with peace of mind. Discover more at RothkoffLaw.com. #RothkoffLawGroup #RothkoffLaw #ElderLaw #ElderCareLaw #ElderCare
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Most people understand that having some sort of an estate plan is a good thing. However, it may feel like a struggle to take the steps to get that estate plan in place. Sometimes, of a lack of understanding about the different legal frameworks can throw your plan off. If you don't understand how wills and trusts work, you may wonder why you need them. Let's look at the difference between a will and a trust and why you might consider both. https://lnkd.in/e8HVGQ7T #estateplan #nc #attorney
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Truth: There are solutions for overcoming the possibility of disputes when you die. It’s important to have those conversations to safeguard your legacy and prevent legal disputes. In life's journey, it's natural to avoid challenging conversations, especially those surrounding death and inheritance. However, having those difficult discussions now can significantly improve the resolution of potential disagreements in the future. Selecting a reliable and neutral Executor for your Will can prevent disputes. Your Executor has a duty to discharge your Will impartially and without fear or favour to your Beneficiaries. Discussing your choice of Executor with your family provides transparency and helps build trust in the administration of your estate. Let us help you incorporate trusts into your estate plan for more complex family situations or larger estates. Trusts can provide additional layers of protection, specifying how assets should be managed and distributed. Get in touch with David Larkin or Myles Bigland find out more. #WillWriting #EstatePlanning #EstatePlanningTips #WillsandTrusts #AssetProtection #AssetProtectionPlanning #InheritanceTax #InheritanceTaxPlanning #Probate #MythvTruth
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What happens if a beneficiary to a will passes away? This important question can impact your estate planning and your loved ones' future. 💼✨ We can provide the insights you need in our latest blog and help you ensure your plans are secure. Read more here: https://lnkd.in/g72V3n-T #EstatePlanning #Guardianships #ProbateLaw #PlanoAttorney #KrupaDownsLaw
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❓Did you know that a revocable living trust can help you avoid costly probate and keep your assets private?🏡✨ In Texas, a revocable living trust offers flexibility, control, and peace of mind. From protecting your family to ensuring your legacy is managed according to your wishes, this estate planning tool is a game-changer. 💼 Ready to secure your future? 📲 Let's talk about how you can benefit from a living trust! https://lnkd.in/dbxWyk2f #EstatePlanning #LivingTrust #TexasLaw #RevocableTrust #AssetProtection #WealthManagement #ProbateAvoidance #FinancialPlanning #TrustsAndEstates #LegalAdvice #LegacyPlanning #FamilyWealth #WillVsTrust #Beneficiaries #ProtectYourFuture
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