Perlin Estate Planning & Probate’s Post

Did you know that recent studies reveal less than 30% of Americans have an estate plan? This is actually an alarming statistic because of the critical importance of estate planning in securing financial stability and peace of mind for yourself and your family. We want to address and understand the barriers that keep people from creating estate plans. Learn more, this Wednesday, on our website. #PerlinPlanning #Blog #EstatePlanning #WednesdayWisdom

Are you one of the 68% of people who plan to leave real estate to your heirs? Whether it’s a primary residence or a vacation home, communicating your intentions can help mitigate any confusion. Here are three tips to help you start the conversation.  TruPointe Financial Advisors

According to a recent Ameriprise study, 68% of investors plan to pass on real estate, but 56% have not told their heirs about their intentions to do so. If you need help creating or communicating a plan to your heirs, we're here. #TruCourseAdvisors #wealthmanagement #realestate #gift #inheritance

Estate planning is essential for everyone—no matter your age or financial situation. 🏡💼Check out these 6 key steps to protect your loved ones and ensure your assets are managed properly. 👇 https://lnkd.in/gd3XeYjM #EstatePlanning #ProtectYourFamily #LegacyPlanning #FinancialSecurity

Estate planning mistakes can upend your best efforts to protect your family's finances after your death. Everyone can benefit from learning the basics of estate planning, a process that entails getting your financial affairs in order so that your assets and possessions get passed on to the people or organizations you want to inherit them. For more details on common estate planning mistakes and how you can avoid them, see the article below from Kiplinger. #estateplanning #estateplanningattorney #wills https://lnkd.in/gr7FP85u

Delaying estate planning is putting yourself and your loved ones at risk of financial and emotional hardship. Senior Financial Advisor Christopher P Allegretti provides guidance and steps to take now to get started on your estate plan. #EstatePlanning #FinancialAdvisor #FinancialPlanning

Ensuring your estate plan is well-prepared is crucial to safeguarding your family's financial future. A comprehensive estate plan not only eases the burden on your loved ones by eliminating the need for them to make difficult financial decisions during a grieving period but also ensures your wishes are carried out effectively. #EstatePlanning #FinancialSecurity

Passive Income Through Real Estate in Washington D.C., Maryland, and Virginia: Your Path to Financial Freedom

Single? Saying 'I do' to an estate plan is still essential! Otherwise the state will control your assets when you die. Here’s what you need. #estateplanning https://lnkd.in/gFCtwE6E

Think having a will can wait? 64% of Americans agree it's important, but only 32% have one. 📝 We look at four common reasons people put it off—and why now is the perfect time to start your estate planning. #EstatePlanning #Wills #FinancialPlanning https://ow.ly/A5Ei50TqTjM