The following The Wall Street Journal article outlines salient points that 1900 Wealth's advisors often share with our clients regarding their estate planning and financial accounts. To learn more about how 1900 Wealth can assist with your financial goals and needs please visit 1900wealth.com or call (210)736-7700. https://lnkd.in/gmcHhGUz
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“Estate-planning experts advise that people set aside a folder with important information for the heirs, such as names, numbers and locations of accounts, as well as names and contact information for attorneys, accountants and financial advisers.” #estateplanning #financialplanning Investments & Wealth Institute
5 Things to Do Now to Make Your Estate Simpler for Your Heirs
wsj.com
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Generate an additional passive income of R10k to R60k per month alongside your Real Estate commissions in the next 6-12 months. Watch the 2-minute video here:
Financial Freedom
realty24news.com
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Should I Buy 50% of My Parents' House? Need Advice! Answers: https://lnkd.in/gnfdPt_4 RealEstateAdvice #FinancialDecisions #FirstTimeBuyer Hi everyone, Navigating family dynamics and financial decisions can be challenging, especially when it comes to property....
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Harley, the Pudelpointer with a whole lot of financial knowledge, is back with her 8th financial pointer! 🐾 This one is all about estate planning. Remember, it’s not just for the wealthy—everyone has an estate. Make sure you're planning for your future generations to ensure your hard-earned assets are passed on according to your wishes. Don't let a lack of planning lead to unintended consequences! http://spr.ly/6046UoR4o
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As you think about your future and the future of your children, grandchildren, and other heirs make sure you’re planning for your properties. By incorporating your real estate into your overall estate planning, you can enjoy financial security now, and provide the same level of security to others for the future. To continue reading article, click here: https://lnkd.in/gWpdUhEV #realestateplanning #SecureYourFuture #bradentonpropertymanagement
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Did You Know? Navigating the complexities of an estate can be daunting. Understanding your responsibilities regarding debts can save you from unexpected financial burdens. It's crucial to know that in most cases, family members are not liable for the deceased's debts. This knowledge empowers you to focus on honoring your loved one's legacy without the added stress of financial obligations. For expert guidance in real estate matters, Diana Greene is here to assist you in Lafayette and beyond. Source: Realtor Selling Advice. Read more here: https://lnkd.in/gcmmKQdN #EstateManagement #DianaGreeneRealty #LafayetteRealEstate
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How planning ahead can help to ensure a smooth transition of your valued possessions and avoid unnecessary expenses to your estate so that they can enrich the lives of the next generation of owners and collectors. https://bit.ly/3AsInnI
Estate planning: When giving involves property
rbcroyalbank.com
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WhitbyHomeValues.com Do you know the Value of your Home? Receive a Free ONLINE Opinion of the Value of your Home Knowing the value of your home in today's market can help you make critical financial decisions for you and your family. #whitbyhomevalues #freehomeevaluation #whatismyhomeworth #HomeValues #housevalues
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How planning ahead can help to ensure a smooth transition of your valued possessions and avoid unnecessary expenses to your estate so that they can enrich the lives of the next generation of owners and collectors. https://bit.ly/4bI8TX1
Estate planning: When giving involves property
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How planning ahead can help to ensure a smooth transition of your valued possessions and avoid unnecessary expenses to your estate so that they can enrich the lives of the next generation of owners and collectors. https://bit.ly/3KU3sJl
Estate planning: When giving involves property
rbcroyalbank.com
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1moThis is great! It is so unfortunate to see families fight after a loved one passes away.