The Lineage & Legacy Law Firm, PLLC

Can’t I just add my kid’s name to my bank accounts? 🧐 We've heard this a lot, and while it seems like a simple solution—there’s a catch! Sure, your adult child might be trustworthy and well-intentioned. But what happens when creditors come knocking? 👀 If your adult child faces financial difficulties, those creditors can access the funds in your account—just because their name is on it. 😱 Here’s a smarter move: Create a trust and let your child be a trustee instead. Problem solved. 🙌 Need help? We’re here to guide you through the process—Schedule your FREE call today!📞 http://bit.ly/TalkToMeFREE #EstatePlanning #Trusts #SecureYourFuture

📚 Before setting up that college trust fund, don’t forget to read this week’s blog! Understanding how trusts impact financial aid could save your family thousands. 👉 Don't miss it! 🔗 Link in comments

🏦 Not all college savings accounts are created equal! Book a call with us to learn how different asset structures affect financial aid eligibility and why it matters for your estate plan. 📞 Ready to create your estate plan? Schedule a call today! http://bit.ly/TalkToMeFREE

You wouldn’t trim your own hair or do your own dental work, right? 🚗 💇♀️ So why risk it with your family’s future with a DIY approach? When it comes to keeping your estate in order, it’s worth hiring an expert. They know the ropes and are ready to protect your family from future headaches. Sure, you could try a DIY will, but are you ready for the consequences if things go wrong? 😬 Make sure everything’s set up right from the start. #EstatePlanning #ExpertsKnowBest

If one of your goals is to get your estate plan in place, we’ve got you covered. 🌟 Here’s the “starter pack” of essential documents you’ll need: ✅ Living will (or advance directive) ✅ Medical Power of Attorney ✅ Durable Power of Attorney ✅ Last Will and Testament ✅ Revocable Trust Got questions? Reach out to our office today! We’d love to speak with you and get started on creating these essential documents. #NewYearNewGoals #EstatePlanning #GetItDone

With a new year ahead, what’s one goal you’re setting for yourself in January? 🌟 Whether big or small, we’d love to hear how you’re kicking off the year! #NewYearGoals #FreshStart

💡 Did you know parent and student assets are treated differently for financial aid eligibility? Discover how to protect your family's wealth while maximizing education funding. https://lnkd.in/e2NmBkDu

🎓 Planning for college? The way you own assets can dramatically impact your child’s financial aid eligibility. Learn the smart way to structure your wealth in our latest blog. ✨ Read the blog today! https://lnkd.in/e2NmBkDu

“CLIENT TESTIMONIAL” I love my clients, and they love the service they receive from working with a Personal Family Lawyer ® firm. That’s because I don’t just see the attorney-client relationship as a transaction - I truly see it as a lifelong relationship where I’m there for you and your loved ones not just as your estate planning attorney, but as your trusted advisor. If you want to see what I can do for you and everyone you love, click the link below for a free discovery call. I’d love to hear from you. bit.ly/TalkToMeFREE