Barreau Legal, PLLC

Remember these old-timey TVs? ?? If you do, it’s time for an estate plan! ?? Just like technology, life changes fast. An estate plan can help you ensure that your wishes are honored and your loved ones are protected, no matter what the future holds. Don’t wait until it’s too late to plan for tomorrow. ?? Let’s get started today! Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #EstatePlanning #TimeForAPlan #Vintage

61% of Americans think that a will is enough to meet their estate planning needs. Let's examine why you might want to opt for a trust instead: ? Wills do not avoid the court-supervised process known as probate. Probate can be time-consuming and expensive. ? Wills become part of the public record once they go through probate, which means anyone can see the details of your estate. ? Wills only take effect upon your death, which means they offer nothing in the way of incapacity planning. ? Wills are more easily challenged in court than other estate planning techniques. ? Wills distribute assets only after probate, which can take months or even years, delaying access for your beneficiaries. ? Wills can name a guardian for minor children; however, they cannot manage ongoing distributions for them in the way that a trust can. ? Wills require probate in every state where you own real estate, increasing complexity and cost. ? Wills provide for a one-time distribution of assets and lack the flexibility to address ongoing management or special family circumstances. Want a solution that can do all of the above? Opt for a trust! For more information on why a trust might be the right estate planning strategy for you, book an initial consultation and we can discuss. ?? ?? Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #Wills #Trusts #SurveySays

?? Exciting News! Barreau Legal is Giving Back to the Community! ?? We are thrilled to announce that Barreau Legal, PLLC is now offering general counsel representation for non-profit organizations! As part of our ongoing commitment to empowering our community, we are proud to support those who are making a difference. Our services include: ?? Entity formation ?? Registered agent services ?? Reduced hourly rates ?? Free consultations for non-profits If you’re a non-profit organization looking for legal guidance, this is our way of giving back and helping you continue your mission to serve. To schedule a consultation and learn more about how Barreau Legal can be of service, simply email us at [email protected]. Together, we can build stronger communities and lasting legacies! ???? #BarreauLegal #NonProfitSupport #GivingBack #CommunityEmpowerment #GeneralCounsel #EntityFormation #LegalSupport #LegacyBuilding

Thinking about adding your child’s name to your account for ease? ?? Think again! While it may seem convenient, using joint accounts as a substitute for a proper estate plan can expose you to your child's liabilities, have tax implications, and cause unintended inequities among your children. ?? A well-structured estate plan avoids these pitfalls and ensures fairness for everyone. Protect your assets and your family with a comprehensive estate plan. ??? Visit our website or give us a call to book an initial consultation, and we can discuss this and much more. ?? ?? ?? Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #ProtectYourAssets #AvoidPitfalls #SecureYourFuture

?? SLBA November Meeting Announcement ?? We are excited to invite you to the next St. Lucie Bar Association meeting on Friday, November 1, 2024, at Second Street Bistro in Fort Pierce! Doors will open at 11:45 am! Our distinguished guest, The Honorable Judge Charles A. Schwab, will be presenting on “The State of the Circuit and the Interworkings of the Judiciary.” This course will cover the circuit's scope, the types of cases handled, and significant trends in case filings and resolutions. Attendees will gain insights into a day in the life of a judge, from their routines and responsibilities to the critical roles of judicial assistants and clerks. ?? CLE credit is available for attending! ?? RSVP by emailing Ms. Mary Funka at [email protected]. A special thank you to our sponsors: Gold Sponsors ?? Rossway Swan ?? Barreau Legal, PLLC Platinum Business Sponsor ?? Global Neuro & Spine Institute Premier Business Sponsors ?? Seacoast Bank ?? Verasoni Interested in becoming a member? Submit your applications to our new email address at [email protected]. Remember to pay your dues through PayPal: https://lnkd.in/eHPY-E3z ?? Sponsorship Opportunities Available! For those interested, we still have sponsorships open for this event. Reach out to inquire about opportunities.

"The reason why most people face the future with apprehension instead of anticipation is because they don't have it well designed." – Jim Rohn ?? Estate planning gives you the power to design your future with confidence. When your plan is in place, you can look ahead with peace of mind, knowing that your wishes will be honored and your loved ones are protected. ?? ?? Don’t let uncertainty hold you back—let's create a plan that gives you clarity and control! ?? Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #DesignYourFuture #ConfidenceInPlanning #EstatePlanning #PlanAhead

Having a digital copy of your estate plan ensures that it’s safe, secure, and easy to access when needed. ? In case of emergencies, your loved ones can quickly locate and follow your wishes without searching through paperwork. Storing it in a secure, easily accessible place saves time, reduces stress, and ensures your plan is followed as intended. ?? Follow us for more estate planning tips! Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #SecureYourFuture #EasyAccess #EstatePlanning

? What is Portability? ? Portability allows a surviving spouse to inherit any unused federal estate tax exemption from their deceased spouse. This helps protect transferred assets from estate and gift taxes when the surviving spouse later transfers them. By electing portability, couples can double their estate tax exemptions, but it must be elected through a timely filed IRS Form 706. Without taking the step to elect portability, valuable exemptions are lost! ?? Portability offers flexibility but does not negate the need for comprehensive estate planning. Want to learn more about tax strategies to reduce estate taxes? Click the link in our bio to book an initial consultation and let's dive in. ?? ?? ?? Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #EstatePlanning #Portability #TaxPlanning #EstateTax

Today is World Mental Health Day! ?? ?? In the wake of Hurricane Milton, we hope you'll make your mental health a top priority today, however that looks for you. If you're struggling for ideas, here are a few effective ways to practice self-care and benefit your mental health: ?? Practice mindfulness and meditation ??♀? ?? Get regular exercise ?? ?? Eat a healthy meal ?? ?? Reconnect with friends ?? ?? Prioritize your sleep ?? ?? Seek professional help ?? ?? Engage in hobbies ?? ?? Practice gratitude ?? ?? Limit screen time ?? Another way to reduce the mental load that may be lingering in your mind is to make sure you have an estate plan for life's uncertainties. Uncertainty can lead to anxiety. Having a written plan in place that all pertinent parties are aware of can alleviate uncertainty. Should the worst-case scenario actually happen, it will also ease the mental burden on loved ones who don't have to second-guess whether they are doing the right thing for you or how you would want your estate distributed. Oftentimes, we hear from clients that just having their estate plan in place feels like a mental burden lifted after executing their documents. ?? Whatever way you decide feels right, do something today to take care of your mental health. You deserve it. Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #WorldMentalHealthDay #PeaceOfMind #MentalHealthMatters #SelfCareStrategies

Daily Reminder: You need an estate plan, even if you're not well off. ?? ? Estate planning isn’t just for the rich—it’s for anyone who wants to ensure their wishes are followed and avoid unnecessary complications for their loved ones. ?? Whether it’s a home, savings, or personal belongings, an estate plan can help cut through family squabbles regarding not only the distribution of your assets but also your medical care. ?? Don’t wait—click the link in our bio to start the process today, and let's create a plan that provides peace of mind now and peace among family members later on. ?? Dedicated to preserving generational wealth. ?? Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #FamilyHarmony #EstatePlanning #NoWealthRequired