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Wrap Up the Year with Peace of Mind ???? As 2024 comes to a close, it’s the perfect moment to revisit your estate plan. Major life changes—like new family members, buying or selling property, or shifting financial priorities—may not be reflected in your current documents. Updating your will and trust now can prevent future stress, ensuring your family’s interests are protected for the new year ahead. ? Ready for a review? Reach out today. #PercyLawGroup #massachusettslawyers #massachusettslawyer #massachusettsattorney #massachusettslawfirm

For many people, the most important part of estate planning is ensuring loved ones are well-taken care of. Between married couples, a survivor's trust may be a useful tool for ensuring the surviving spouse's financial needs are met for the rest of their life. Get to know the benefits, drawbacks, and nuances of a survivor's trust in this new article: https://ow.ly/kK2b50RqS1q

Missed our latest article on why estate planning is the best gift? ?? Here’s another opportunity to catch up. We dive deep into why parents should have an estate plan, and how estate planning ensures their children’s well-being as well as their own well-being and financial security. Estate planning brings every parent power and peace of mind. See what we mean by reading the blog today! ?? https://lnkd.in/gQ6n-VRw #dynastylaw #ILestateplanningattorney #Chicagoestateplanningattorney #willsandtrusts #estateplanning #estateandtrustadministration #estateandtrustadministration #specialneedsplanning #probate #will #attorneynearme #kidsprotectionplan #personalfamilylawyer #createyourdynasty #assetprotection

Our latest blog dives deep into what undue influence really means, how it can impact your estate plan, and the steps you can take to avoid it.

Estate planning is crucial, but many people make costly mistakes that can affect their family's future. ?? In this video, we will discuss some of the estate planning errors to help you learn how to protect your assets, avoid common pitfalls, and help ensure your loved ones are taken care of. https://lnkd.in/ey2Kx29C #EstatePlanning #financialliteracy #financialplanning

?? Join us for a Special Estate Planning Webinar Series this August! ?? It's Make a Will Month, and we're bringing you an exclusive series on Wills, Trusts, and Estate Planning. Learn from experts Troy Holt, CFEI, RFC, and Sandy Boisrond, Esq., every Thursday at 6 PM CST / 7 PM EST. ?? Live Dates: August 8 August 15 August 22 August 29 ?? Tune in on LinkedIn Live, Facebook Live, or YouTube Live! Don't miss out on essential insights to secure your family's future. Click the link below to join us live! #TroyTalksMoney #EstatePlanning #WillsAndTrusts #FinancialEducation

Are you truly prepared for the future?? Your legacy deserves the best protection!! In my newsletter, I tackle the Top Estate Planning Questions Everyone Needs to Know. From the essentials of wills and trusts to strategies for handling family dynamics, this is your chance to gain critical insights that can shape your financial future. Estate planning isn’t just about paperwork; it’s about ensuring your wishes are honored and your loved ones are cared for. Please don’t wait until it’s too late! Empower yourself with the knowledge to secure your legacy and bring peace of mind. https://lnkd.in/enVrp__Y #estateplanning #financialplanning, #nationalfinancialplanningmonth #legacyplanning #willandtrusts #wealthmanagement

A well-planned estate isn’t just about wealth—it’s about legacy.? ? Without proper planning, your loved ones could face unnecessary taxes, probate delays, and financial confusion. A clear estate plan will help ensure your assets go where you intend, smoothly and efficiently. The right strategies can help protect your wealth and give your family peace of mind.? ? Have you taken the right steps for your legacy? #wealthmanagement #estateplan #estateplanning

As you set intentions for the year ahead, consider one resolution that brings lasting peace of mind: creating or updating your estate plan. Estate planning isn’t just about assets—it’s about protecting what matters most and ensuring your wishes are honored. Start the year with clarity and confidence knowing your loved ones are cared for. Make 2025 the year of smart decisions and meaningful legacies. Begin your journey toward financial and emotional security today. Read more at https://lnkd.in/gFXsbYDJ #NewYearGoals #EstatePlanning #PeaceOfMind #ElderLaw #SecureYourFuture

Estate planning includes how to prepare for the real estate needs. Begin planning now for 2025 to help loved ones that need to plan for a different type of home than their current house. #estateplanning #indianarealtor #downsizing #realestate Jennifer Norton