Don't let myths hold you back from designing your legacy! 🚀 From "I don't have much money, so why bother" to "My partner will manage my estate anyway", there are a few myths floating around like these that may be holding you back from creating a Will. Understanding the facts is important because it empowers YOU to design your own legacy the way you see fit, whether that's protecting your loved ones for generations to come or supporting causes close to your heart. To learn about myths and facts surrounding Wills, check out our blog 👇 https://lnkd.in/gg5VS3DZ
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Have you ever thought about what you want to pass down to your loved ones beyond your assets? Your life story is a treasure trove of lessons and wisdom. A legacy letter is more than just a narrative; it’s a heartfelt reflection on your experiences and values that you can share with future generations. I encourage all my clients to pair their legal plans with a legacy letter, as the insights you leave behind are just as valuable as your wealth. Your wisdom and life lessons can guide your loved ones long after you’re gone. Ready to start your Legacy Letter? Let’s chat and make sure both your wisdom and wealth are protected. - - - - - #EstatePlanning #WillsAndTrusts #ProtectYourAssets #LegacyPlanning #FuturePlanning #PersonalizedEstatePlans #LawWithHeart #EstateProtection #PeaceOfMind
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Wills Week: Secure Your Legacy As Wills Week begins, take a moment to reflect on your life choices. Have you protected your loved ones and secured your legacy? Acquiring assets is a significant milestone, but have you considered what happens to them after you're gone? Without a will, your hard-earned possessions may: • Go to waste • End up in the wrong hands • Cause unnecessary stress for your loved ones Don't leave your legacy to chance. Drafting a will ensures: • Your wishes are respected • Your loved ones are protected • Your assets are distributed according to your desires Take control of your future. Defy uncertainty and: • Secure your assets • Provide for your loved ones • Ensure your last wishes are honored Consult with a trusted expert today and draft a will that reflects your values and priorities. Secure Your Legacy. Draft Your Will.
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Clearly define what legacy planning means to you: Having conversations with your parents or children about topics like death and inheritance can be uncomfortable. To help family members feel more invested in the outcome, it helps to approach this as a values- and goals-based conversation, rather than simply talking about the details of a will. Initiating these conversations from a values-based and aspirational tone often helps ease into the heavier topics. Sign up for our FREE seminar https://lnkd.in/gsfKbtUh
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👋In case you missed it - our newest article is a must-read guide for fathers on how to use estate planning to safeguard your family's future. 👪From avoiding procrastination pitfalls to decreasing family conflict through open communication, we cover key strategies to reinforce your fatherly legacy. 👉Don't miss it! Link in bio. https://lnkd.in/gRCF96Uq
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Secure Your Legacy This Wills Month! 🌟 September is Wills Month, a time to prioritize your future and ensure your loved ones are taken care of. Have you thought about what will happen to your assets, family, and legacy? Now is the perfect time to create or update your will. A well-drafted will not only provides peace of mind but also ensures your wishes are honored. Join us for a special webinar series: Take the first step towards peace of mind. Don’t wait until it’s too late—start planning for your future today! 👉 Contact me to set up an appointment. #WillsMonth #EstatePlanning #SecureYourLegacy
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👋In case you missed it - our newest article is a must-read guide for fathers on how to use estate planning to safeguard your family's future. 👪From avoiding procrastination pitfalls to decreasing family conflict through open communication, we cover key strategies to reinforce your fatherly legacy. 👉Don't miss it! Link in bio. https://lnkd.in/gpzVbux7
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Considering leaving a lasting impact on your loved ones? While traditional inheritance remains common, many are now embracing the idea of a "living legacy"—sharing wealth with family during their lifetime. This approach can bring peace of mind and unique benefits, fostering security and supporting life goals. Explore the pros and cons in our latest guide!
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👋In case you missed it - our newest article is a must-read guide for fathers on how to use estate planning to safeguard your family's future. 👪From avoiding procrastination pitfalls to decreasing family conflict through open communication, we cover key strategies to reinforce your fatherly legacy. 👉Don’t miss it! Read our latest Happy Notes Blog here: https://lnkd.in/egcgMi94
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👋In case you missed it - our newest article is a must-read guide for fathers on how to use estate planning to safeguard your family's future. 👪From avoiding procrastination pitfalls to decreasing family conflict through open communication, we cover key strategies to reinforce your fatherly legacy. 👉Don’t miss it! www.sanjoselivingtrust.com
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👋In case you missed it - our newest article is a must-read guide for fathers on how to use estate planning to safeguard your family's future. 👪From avoiding procrastination pitfalls to decreasing family conflict through open communication, we cover key strategies to reinforce your fatherly legacy. 👉Don’t miss it! www.sanjoselivingtrust.com
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