64% of Americans say having a will is important — but 68% don’t have a will in place. October 21st- 27th is National Estate Planning Awareness Week and this year, we’re reminding ATOs that no matter your age or how wealthy you are, you should have a plan in place. With our partner, FreeWill, you can create your plans in just 20 minutes online, and protect the people and causes you love. Here is a link to learn more. https://lnkd.in/gq__3GQx
Alpha Tau Omega Fraternity’s Post
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#DidYouKnow: Nearly 67% of Americans don't have a will or comprehensive estate plan in place. Don't leave your legacy to chance! Schedule a consultation today to help you create a personalized plan tailored to your needs and wishes. https://1l.ink/QZSVJBS
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President | Principal | Advisor Helping to free families and individuals to lead lives of significance.
“Fairness cannot always be calculated with a calculator.” If your estate was one large pile of cash, this might not apply to you. For most families, though, your estate is made up of various assets, from businesses to real estate to heirlooms. These things rarely split "evenly". How do you find a shared definition of fair? More often than not, protecting your legacy is a matter of mannaging expectations with Gen 2. We strongly encourage our clients to open the dialogue with their children, and talk through questions like: 1. Does the next generation even know what our estate looks like? 2. What are the next generation’s expectations (if any) for how the estate will be distributed? 3. Are there any conflicting expectations that need a creative resolution? 4. Are there any boundaries that need to be set for unhealthy expectations? - How do you think you and your family would answer these questions? Make wealth something that unifies your family–not divides it.
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Estate planning is important and lack of it has real-life consequences. My latest for the Wall Street Journal on ways people can make their accounts simpler for heirs. https://lnkd.in/eTywhkwD
5 Things to Do Now to Make Your Estate Simpler for Your Heirs
wsj.com
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❤️🏡 Your estate plan is more than just paperwork – it’s about protecting those you care about most. Take our quiz to find out how well your estate plan safeguards your loved ones. From financial security to personal wishes, discover how prepared you are and get personalized advice to strengthen your plan. Ensure your loved ones are truly protected! 🛡️✨ 👉 Take the Quiz Here https://buff.ly/46KNknH #EstatePlanning #ProtectYourLovedOnes #LegacyPlanning #WillsAndTrusts #FamilyFirst #PlanYourFuture #QuizTime #BuriedInWork #SecureYourLegacy #PeaceOfMind #FinancialPlanning #LongTermPlanning #GenerationalWealth #FuturePlanning #BePrepared
Quiz: How Will Your Estate Plan Protect Your Loved Ones? | Buried In Work
https://buriedinwork.com
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Protect your loved ones, secure your assets, and plan for your family’s future—no matter your age! 🛡️ Whether you’re new parents or planning for what’s next, estate planning is the key to peace of mind. Ready to learn more? Head to our blog for the full breakdown! 👇 https://lnkd.in/gAt5Ea8K #EstatePlanning #FamilyFirst #ProtectWhatMatters #YoungFamilies #SecureYourFuture
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Protect your loved ones, secure your assets, and plan for your family’s future—no matter your age! 🛡️ Whether you’re new parents or planning for what’s next, estate planning is the key to peace of mind. Ready to learn more? Head to our blog for the full breakdown! 👇 https://lnkd.in/gT8_CVJG #EstatePlanning #FamilyFirst #ProtectWhatMatters #YoungFamilies #SecureYourFuture
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Dive into the chilling realities of estate planning gone wrong. Learn from the cautionary article and avoid estate planning horror stories. Read the full article to safeguard your family's future! Read here: https://lnkd.in/dhCZ98jw #EstatePlanning #FinancialSecurity #LegacyProtection #LearnFromMistakes #WealthMastery
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CFP® who always starts with the your vision and "WHY." Guiding business owners & execs to reduce unnecessary taxes and risk so they can go from uncertainty to a BIG IMPACT for their family, business and charities.
Estate Planning is not just for the wealthy, it's about protecting your loved ones and ensuring your legacy is preserved. Are you protecting your legacy? 👀 Check out this link to see if we are a good fit. ➡️ #EstatePlanning #Legacy #FinancialAdvisor https://lnkd.in/gBwuq9gk
Intentional Wealth Planning - Estate Planning
intentionalwp.com
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Is your family financially secure, no matter what? World events are unpredictable, but you can add security to your family's future. Ask yourself these key estate planning questions and ensure your loved ones are protected. Read my latest blog post to learn more: https://loom.ly/1AxWQtk
Living and Planning in a Volatile Environment - Law Offices of Leonard F. Baer
https://www.legalbaer.com
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Estate Planning is not just for the wealthy, it's about protecting your loved ones and ensuring your legacy is preserved. Are you protecting your legacy? 👀 Check out this link to see if we are a good fit. ➡️ #EstatePlanning #Legacy #FinancialAdvisor https://lnkd.in/g7jUrdAp
Intentional Wealth Planning - Estate Planning
intentionalwp.com
