#estateplanning
After a loved one passes, finding important documents can become overwhelming. Make sure your family knows where to find these 5 things: the deed, original will, account list, safe deposit box information, and password list. A little preparation now can save your family months of stress later. #EstatePlanning #WillPlanning #Probate #EstateLaw #FamilyPlanning
Zeh & Associates, P.C.333,200 Aufrufe • vor 26 Tagen
If you own a home and don’t have a living trust, your family may not inherit a smooth transfer… they may inherit probate. 😮💨 And no, having a will doesn’t automatically solve that. That’s the part a lot of smart people miss. A living trust helps your home pass to your beneficiary without the delays, fees, and court process that can drag families through probate. Because when grief is already hard, your family does not also need paperwork, timelines, and everyone with a clipboard taking a cut. 🗂️ Bonus move: carry term life insurance roughly equal to the mortgage balance. That way, if something happens, your beneficiary isn’t forced to sell under pressure just to keep the house. 🏡 If you want to learn how to build and protect wealth using ethical, advanced real estate strategies, comment FREEDOM. ✨ #estateplanning #livingtrust #wealthprotection #financialfreedom #WealthBuilding
Money with Mel (Real Account)547,300 Aufrufe • vor 7 Monaten
Planning to retire? Make sure these 7 estate planning documents are on your checklist. 📑 From a living trust and will to powers of attorney, HIPAA authorization, and updated beneficiary designations, the right estate planning documents can help you prepare for the unexpected and protect your family’s financial future. Remember: estate planning rules vary by state, and beneficiary designations can affect how certain assets are distributed. Review your documents regularly and consult a qualified professional. Discover more wealth preservation and financial planning strategies in the Wealth Blueprint Series. Link in bio. #EstatePlanning #RetirementPlanning #WealthPreservation #FinancialLiteracy #FivieBooks
Chen Wey49,500 Aufrufe • vor 28 Tagen
🫖The TEA with Val | 3 Things I’m NOT leaving my kids outright - one of these shouldn’t surprise you. Let’s talk Trusts, Estates, Assets I am a Louisiana estate planning attorney working with families to protect what they’ve been building for a lifetime. #estateplanningtips #estateplanning #estateplanninglawyer #louisianalawyer This is not legal advice, consult with an attorney in your jurisdiction.
Val the Estate Planner17,800 Aufrufe • vor 5 Monaten
PSA on gaining access to a loved one’s phone after they’ve died. We house so much info on our phone and unless you’ve shared a passcode or set up an Apple Legacy Contact, others will likely not gain access to it. In many ways this is a good thing (thank you digital privacy laws), but it can also make very simple things very difficult after someone dies, especially when it comes to handling the estate. Check out my pinned video for setting up your Apple Legacy Contact. #lifeafterloss #estateplanning #estate #digitalassets #apple #iphone #legacycontact #themoreyouknow #tiptok
Sarah | LooseEnds35,600 Aufrufe • vor 2 Jahren
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