Wishing you all the best for your plans, goals and resolutions as we head into 2025. Raymond James offices and the market are closed Wednesday, January 1, in observance of New Year's Day.
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Trust Advisor||Wealth Manager||Financial Planner||Finance &Investment ||Creative Writer
Think adding someone as "next of kin" on your bank account makes them an automatic beneficiary of your assets? No! OR "If you have a Will, your family bypasses all legal processes.” Not so quickly! A Will doesn’t skip the probate process. Estate planning can be simple, but you need expert advice to get it right. Get answers to these questions and more around preserving your wealth, assets and legacy in our upcoming webinar tomorrow. Sign up here -> https://lnkd.in/ds3nKzd5
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??? Secure Your Family’s Future ??? Join us on Sep 18 for a complimentary workshop where you’ll learn the truth about estate planning. Understand the essentials and protect your assets for generations to come. Don’t miss out—reserve your spot today! #EstatePlanning #WealthProtection #LegalAdvice ?? Register Here: https://loom.ly/n8-WNrI
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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
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Leading Percy Law Group with Passion & Dedication | Achieving Client Goals for Over 40 Years | Making Legal Services Approachable & Trustworthy
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
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In Part 7 of our Estate Planning series Senior Partner Brandon J. Campbell explains more about The Revocable Living Trust and how it can protect your assets. He will explore what a trust actually is and how to determine if you need one. https://lnkd.in/gTUTF58P
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Our featured article of the week is one by @Punch newspapers on how to plan your estate. Unlock the secrets to preserving your legacy and ensuring your family’s future. Find out the art of estate planning and discover how to navigate wealth transfer with ease. Your legacy matters—learn how to protect it. #Morecraftlaw #EstatePlanning #GenerationalWealth #FinancialManagement
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Review this video (https://lnkd.in/gztT_AST) to learn about the necessities of estate planning and transferring wealth. Approaching client conversations about legacy planning can help you strengthen relationships with your clients.
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Review this video (https://lnkd.in/gyNjwEPv) to learn about the necessities of estate planning and transferring wealth. Approaching client conversations about legacy planning can help you strengthen relationships with your clients.
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Review this video (https://lnkd.in/gi7MyRay) to learn about the necessities of estate planning and transferring wealth. Approaching client conversations about legacy planning can help you strengthen relationships with your clients.
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Review this video (https://lnkd.in/gvZCQJQs) to learn about the necessities of estate planning and transferring wealth. Approaching client conversations about legacy planning can help you strengthen relationships with your clients.
