Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.
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Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well. https://lnkd.in/dCNRgn85
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That Lesbian Financial Planner asking LGBTQ+ folx to make a plan to simplify your life so you live authentically and leave a legacy of love.
Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well. Reach out to me if you need support. #EstatePlanning #FinancialPlanning #FamilyStrategies
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Major life changes in 2024? Keep an eye out for events such as marriages, divorces, births, and deaths that may require updating your estate plan. Not sure if your plan needs updating? Don't worry—we've prepared an article about all the events that affect your estate planning. ?? Read more to find out how: https://bit.ly/3Y2KTdM ? At Trust Counsel, we value your legacy. Our estate planning services help you build a great future for your loved ones. #blog #update #estateplan
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Life is dynamic - marriages, divorces, births, and financial changes happen. Regularly reviewing and updating your Estate Plan ensures it aligns with your current needs and aspirations. Why is this important? ? Protect Your Loved Ones: Ensure your assets are distributed according to your wishes, especially with new family additions or changes. ? Minimize Confusion: Keep your affairs clear and organized, reducing stress and confusion for your family during difficult times. ? Stay Relevant: Laws and regulations evolve. Updating your plan ensures it complies with current legal requirements. ? Adapt to Goals: Your financial goals may shift over time. Updating your plan allows you to adjust strategies accordingly. Ready to safeguard your legacy? Contact us today to schedule a review and ensure your Estate Plan reflects your current situation and goals. Your family's future depends on it! ?? 816-601-1234 ?? Schedule Online at www.completelawkc.com #EstatePlanning #MythBusting #PlanAhead #SafeguardYourLegacy #CompleteLawKC
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Estate Planning Tip of the Day: Regularly reviewing your estate plan is crucial to ensure it reflects your current wishes and any changes in your life circumstances. Life events such as marriages, divorces, births, and deaths can significantly impact your estate plans. Keeping your documents up to date ensures that your assets are distributed according to your intentions, providing peace of mind for you and your loved ones. Don’t wait—set a reminder to review your estate plan every few years annually or after any major life event. #EstatePlanning #WillReview #SecureYourLegacy https://jeffreyburr.com/
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Is marriage in your future? Here's a checklist to discuss with your significant other. Best wishes. https://lnkd.in/eifMP-uP
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Starting a new chapter? Don't forget to plan for the future! Second marriages bring joy and new beginnings, but it's crucial to have an estate plan in place to ensure your wishes are carried out and your loved ones are protected. Here's why an estate plan is essential in a second marriage: ??Clarity & Fairness:?Clearly outline how your assets will be distributed, avoiding confusion and potential conflict within your blended family. ??Protect Your Spouse & Children:?Ensure your surviving spouse is cared for while honoring your commitments to children from previous marriages. ??Minimize Taxes:?Proper planning can help reduce the tax burden on your loved ones when you're gone. ??Peace of Mind:?Knowing your wishes are documented gives you and your family peace of mind. A good Estate Plan is an important piece of a Comprehensive Financial Plan. It can give you the confidence to move forward with your happily ever after. #estateplanning #financialplanning
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Helping Professionals in Wealth Accumulation Stage Achieve Financial Goals | Cashflow Coach | Wealth Advisor
Why Gray Divorces Hit Harder After 50 Join us as we delve into the complex world of gray divorces, exploring the emotional and financial implications faced by couples after decades of marriage. Discover the reasons behind these separations and how they affect retirement plans in this insightful virtual discussion. #GrayDivorce #DivorceTalk #FinancialImplications #RelationshipIssues #RetirementChallenges #EmotionalWellbeing #MarriageBreakdown #LifeAfterDivorce #CouplesCounseling #FamilyDynamics
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Partner TvH Group, President TvH Financial & Private Wealth Advisor at Raintree Financial Solutions
Why Gray Divorces Hit Harder After 50 Join us as we delve into the complex world of gray divorces, exploring the emotional and financial implications faced by couples after decades of marriage. Discover the reasons behind these separations and how they affect retirement plans in this insightful virtual discussion. #GrayDivorce #DivorceTalk #FinancialImplications #RelationshipIssues #RetirementChallenges #EmotionalWellbeing #MarriageBreakdown #LifeAfterDivorce #CouplesCounseling #FamilyDynamics
