Join us in wishing Carter Lomas, our Financial Advisor Support Coordinator in our Brookfield location, a happy birthday. Thank you for all that you do for WDS! We hope you have a wonderful day. 🎂 --- #wdstrategies #happybirthday #brookfieldwi
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Start planning today for a secure tomorrow. #SundayMotivation #MetropolitanLawGroup #EstatePlanning #EstateLawyer #EstatePlanningAttorney #LivingTrust #Will #Trust #EstatePlanningLawyer #EstatePlanner #EstatePlan #TrustMe #GuardThatGucci #Minneapolis #Minnesota #Phoenix #Chandler #Scottsdale #EastValley
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🏡 Trust or will? Knowing the difference is key to protecting your family’s future. 💡 Here's a quick guide to help you decide which option is best for you and your loved ones. Make the right choice today for a secure tomorrow. Reach out to us! 📞 360-529-3660 📍 Hoquiam, WA 🌐 winkelmanlawfirm.com #fyp #foryourpage #WinkelmanLaw #WinkelmanLawFirm #hometownhoquiam #TrustOrWill #EstatePlanning #FamilyProtection #LegalGuidance #SecureYourFuture #EstateLaw #WillsAndTrusts #FamilyFirst #PlanAhead #ProtectYourFamily #LegalAdvice #TrustYourAttorney #WillVsTrust #FuturePlanning #EstateAttorney
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Do you have a will? If not, it's time to create one. Discover why it's crucial for your peace of mind. #WillPower #EstatePlanning #MetropolitanLawGroup #EstatePlanning #EstateLawyer #EstatePlanningAttorney #LivingTrust #Will #Trust #EstatePlanningLawyer #EstatePlanner #EstatePlan #TrustMe #GuardThatGucci #Minneapolis #Minnesota #Phoenix #Chandler #Scottsdale #EastValley
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This Labor Day, as we honor the value of hard work, it's a good time to reflect on planning for the future. Estate Planning helps ensure that what you’ve worked for is protected and passed on according to your wishes. Planning today brings peace of mind for tomorrow. #LaborDay #PeaceOfMind #TrustPlanning #EstatePlanning #EstatePlanningAttorney #EstatePlanningLawyer #TrustAttorney #EstatesAttorney #TrustLawyer #LivingTrust #WillsAndTrusts #WillsAndEstates #AssetProtectionLawyer #EstateLaw #TrustsAndEstates #WealthManagement #LegacyPlanning #InheritancePlanning #FamilyWealth #EstateProtection #EstateAdministration #FinancialPlanning
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If you have been in the same job for two years or more and are made redundant you will usually be entitled to redundancy money. The legal minimum that you are entitled to receive is known as ‘statutory redundancy pay’. There are exceptions where you are not entitled to statutory redundancy pay, for example, if your employer offers to keep you on or offers you suitable alternative work which you refuse without good reason. #Redundancy #RedundancyPay
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This has always been an issue in the estate planning world, but of only recently growing awareness. Surely we as professionals can do a better job helping our client families family members! #therainslawfirm #purposefulplanning #legacyplanning #valuescenteredplanning #valuesbasedplanning #comprehensiveplanning #holisticplanning #thoughtfulplanning #multigenerationalplanning #estateplanning #trustsandestates #estateplan #estateplanningattorney #trusts #wills #willsandtrusts #inheritance
Navigating the Challenges of the Silver-Spoon Generation
barrons.com
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🏛️ Corporate trustees are becoming a game-changer in estate planning! According to experts, one being our CEO Ari Brodje, hiring professionals to handle estates can remove burdensome tasks and family tensions. 💼 Why the shift? Passing a significant estate's assets to the next generations often takes 500 hours of administrative work led by the trustee. At Estateably, we're proud to be part of this revolution, helping transfer $10 billion to heirs since 2021 through our estate and trust tools ⚖️ Remember, a well-managed estate means peace of mind for your clients and their families. Read more below: https://hubs.li/Q02Dc8xt0
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The recent legislative changes in Florida, particularly HB 1203 for HOAs and HB 1021 for condos, are causing some Boards to question the effectiveness of portfolio commUNITY management. I believe these laws demand the full attention of volunteer directors and management professionals, potentially leading to a shift toward onsite management for communities previously self-managed or using a portfolio manager. This, among other reasons, is why I've transitioned to the vendor side after nearly 7 years as a Community Association Manager and about 20 years in Emergency Services. Now, I'm focusing on Cleaning, Restoration, or Construction, ready to respond to any needs—faster to any size disaster™. #SERVEPRO #communitymanagement #LCAM #CAM
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Our clients are important to us so feedback like this means a lot. Contemplating one’s own death is no easy thing, but the Will Protect Team believe that estate planning should be a positive process. It's great to get feedback from our clients that suggests we are doing a good job of this. Contact us if you would like to discus how we might support you and your family through this process admin@willprotect.co.uk #EstatePlanning #ProbateProcess #LegacyPlanning #WillsAndTrusts #InheritancePlanning #EstateAdministration #ProbateLaw #EstateAttorney #FamilyWealth #FinancialPlanning #HeirsAndBeneficiaries #EstateAssets #EstateLaw #EstateTax #ExecutorResponsibilities #EstateDistribution #EstateSuccession #ProbateCourt #TrustPlanning #GuardianshipPlanning
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Our clients are important to us so feedback like this means a lot. Contemplating one’s own death is no easy thing, but the Will Protect Team believe that estate planning should be a positive process. It's great to get feedback from our clients that suggests we are doing a good job of this. Contact us if you would like to discus how we might support you and your family through this process admin@willprotect.co.uk #EstatePlanning #ProbateProcess #LegacyPlanning #WillsAndTrusts #InheritancePlanning #EstateAdministration #ProbateLaw #EstateAttorney #FamilyWealth #FinancialPlanning #HeirsAndBeneficiaries #EstateAssets #EstateLaw #EstateTax #ExecutorResponsibilities #EstateDistribution #EstateSuccession #ProbateCourt #TrustPlanning #GuardianshipPlanning
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Hiring Experienced Financial Advisors at Edward Jones
4wCongratulations Carter!