Beneficiary Liquidity Plan®

Helping families with liquidity at death

[Beneficiary Liquidity Plan® @TheBLPinfo]

🤑Taxes Are On Sale In 2025
American taxpayers are scheduled to see tax hikes when the temporary tax cuts from the 2017 TCJA after 2025. While spouse-to-spouse transfers are not heavily taxed, the Secure Act 2.0 has introduced significant changes for transfers to children

[Beneficiary Liquidity Plan® @TheBLPinfo]

Are your clients' beneficiaries prepared to cover final expenses and ongoing family needs? 💼💰
Discover the game-changing product that's revolutionizing the financial services industry! 🚀✨
Reach out NOW to learn how you can fill this crucial gap to your clients. 📞💡

[Beneficiary Liquidity Plan® @TheBLPinfo]

In 2025, significant changes are expected in estate and probate laws, primarily due to the expiration of the Tax Cuts and Jobs Act (TCJA). Consulting with an estate planning attorney is indeed a wise step to navigate these changes effectively. Schedule a meeting today!

[Beneficiary Liquidity Plan® @TheBLPinfo]

"With Thanksgiving around the corner, I thought this would be a good time to review my estate plan."

Don't wait for the holidays to review your estate plans. There are 2025 changes that may affect your plan, so call and review your plan today.

[Beneficiary Liquidity Plan® @TheBLPinfo]

In 2025, significant changes are expected in estate and probate laws, primarily due to the expiration of the Tax Cuts and Jobs Act (TCJA).
Changes to Estate & Gift Tax exemptions, Increased transfer taxes, and legislative and state-level impacts may require estate plan updates!

[Beneficiary Liquidity Plan® @TheBLPinfo]

The new technological advancements in the financial planning field:
Artificial Intelligence: Automating routine processes and providing real-time insights for advisors.
Robo-Advisors: Automated investment services.
Digital Platforms: Digital portals and mobile access for clients.

[Beneficiary Liquidity Plan® @TheBLPinfo]

What Happens to Matthew Perry's Estate, Including His Friends Residuals? Legal Experts Explain (Exclusive) https://t.co/1oj5OFHjcD via @people

[Beneficiary Liquidity Plan® @TheBLPinfo]

A must watch podcast!
How to Ensure Your Beneficiaries Get the Money They Need https://t.co/sgzalDcdpM via @YouTube

[Beneficiary Liquidity Plan® @TheBLPinfo]

When is the last time you checked your beneficiaries or changed them? Where do you need beneficiaries? Bank accounts, pension plans, life insurance, annuities, 401k and your will or Trust. Updating beneficiaries shows you are active in managing your accounts and assets.

[Beneficiary Liquidity Plan® @TheBLPinfo]

New partnership joining two of the best.

[Beneficiary Liquidity Plan® @TheBLPinfo]

We are thrilled to announce our partnership with OneDigitalTrust™, a leader in digital estate planning solutions- which integrates our Beneficiary Liquidity Plan® (BLP) with OneDigitalTrust’s advanced estate planning platform addressing a critical gap in estate planning.

[Beneficiary Liquidity Plan® @TheBLPinfo]

Banks and financial institutions must verify the death before granting the Executor of the Estate or another close relative access to financial accounts and assets.

The death certificate must be provided to transfer ownership of vehicles, real estate, and other property.

[Beneficiary Liquidity Plan® @TheBLPinfo]

Prepare for probate and use strategies to reduce costs by planning and creating a living trust, ensuring beneficiaries are listed on accounts, if state allows set up transfer-on-death to deeds, and payable-on-death to bank accounts. Probate costs 3%-7% of the estate value.

[Beneficiary Liquidity Plan® @TheBLPinfo]

Understanding the Costs of Dispersing a Trust 💼💰

Dispersing a trust can come with various costs! From legal fees to administrative expenses, it’s essential to plan ahead. 📝🔍 Make sure to consult with a financial advisor to understand all potential costs.

[Beneficiary Liquidity Plan® @TheBLPinfo]

Approximately 35% of people think inheritance happens automatically. However, inheritance is neither automatic nor simple. The quickest method to transfer assets is through beneficiary designations, but these must be intentionally set up and regularly updated to remain valid.

[Beneficiary Liquidity Plan® @TheBLPinfo]

The loss of a loved one is long-lasting. Find the full cost of dying on https://t.co/sZH4ghXUKr.

[Beneficiary Liquidity Plan® @TheBLPinfo]

🎉🌟 Happy Fourth of July, friends and fellow patriots! 🎇🗽

As we gather with family and friends (and maybe a few mosquitoes), let’s take a moment to appreciate the incredible journey that led to this day—the signing of the Declaration of Independence back in 1776.🙌

[Beneficiary Liquidity Plan® @TheBLPinfo]

Joint bank accounts often are frozen weeks and require a death certificate and proof of ownership of the surviving account holder to release funds.

How does your bank handle your joint account upon the death of one of the account holders? Are you prepared for that?

[Beneficiary Liquidity Plan® @TheBLPinfo]

There is a liquidity crisis upon death and most people aren't aware of it.
Call your financial planner and ask them, "If I had died yesterday, how would my beneficiaries pay my bills today?"
The answer will be, they can't.
Not without a death certificate which can take weeks.

[Beneficiary Liquidity Plan® @TheBLPinfo]

Most people aren't aware that their assets will not be immediately available to their heirs to cover their memorial or other household expenses.