Another week of tackling real estate goals for our clients in the books! Hey Buffalo, let's have a weekend to remember ????
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One of the things that gets in the way of creating essential estate planning documents is lack of understanding in what documents are "essential" and why they are "essential" to people irrespective of their net worth. This sub-9 minute video discusses essential estate planning documents. It also offers advice on how to choose the right people to carry out your wishes. I hope it inspires you to get stuff done! https://lnkd.in/gQbJwUUY
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Estate planning is more than just drafting a will—it’s about avoiding pitfalls that could derail your legacy. Our latest guide breaks down 13 common mistakes in estate planning and offers practical solutions. Take control of your estate planning now to secure peace of mind for everyone in the future. Contact Gary Szewczyk at 413-338-8020 (MA) or 860-343-1777 (CT).
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Who should you trust with the executor role, and what are their responsibilities? The right choice can make all the difference in fulfilling your wishes. Read about the crucial role of an executor and considerations for choosing one for your estate plan in Shawn Byrns' latest blog post here ? https://bit.ly/3Lp5oK5
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What do you want your story to be? We all have a legacy to leave behind, and it's never too late to start planning. Where do you start? Think about the causes you care about and the difference you want to make. Visit our website to download our free estate planning guide or connect with us to start brainstorming about your story. Estate Planning Guide: https://bit.ly/3CXhpD5
What is your legacy story?
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Did you know that one of the biggest mistakes in estate planning is simply not doing it? Or that discussing your wishes with family can prevent future disputes? This month’s newsletter covers these topics and more, providing you with the awareness you need to avoid common errors.
Estate Planning Mistakes & How to Avoid Them
financeinsights.net
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Did you know that one of the biggest mistakes in estate planning is simply not doing it?? Or that discussing your wishes with family can prevent future disputes? This month’s newsletter covers these topics and more, providing you with the awareness you need to avoid common errors.
Estate Planning Mistakes & How to Avoid Them
financeinsights.net
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Curious about what estate planning is? ?? Watch this short reel for a quick overview! ??? #EstatePlanning?#LegalTips?#EstatePlanning101?#GiftofLoveLegalPLLC
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An estate plan is one of the most profound gifts you can give your loved ones. To help you navigate your planning process with confidence and to avoid common mistakes that could complicate your intentions and jeopardize the security you aim to provide for your family, please click on the link provided to see our estate planning guide in our latest newsletter. Don't miss any opportunity to make estate planning a seamless process. Jim Moniz, MSFS #estateplan #avoidmistakes #intentions https://lnkd.in/etSZirR6
Go from Good Intentions––to a Great Estate Plan
financeinsights.net
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?? Introducing Our 3-Part Series on Estate Planning Options! ?? Are you wondering which estate planning route is best for you and your loved ones? Over the next few days, we'll be diving deep into the pros and cons of various estate planning options. Whether you're considering a will, trust, or other planning tools, our series will provide you with the essential information you need to make informed decisions. Stay tuned for insights and practical advice! ????? #EstatePlanning #LegalAdvice #HeltonLawFirm #WillVsTrust #FinancialPlanning
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