Keep in mind that you won't receive your inheritance immediately. It could take several months, or even years, for asset distribution to be completed if the beneficiaries are not in agreement. https://t.co/c3YmQtNX6c #estateplanning
Without a suitable estate plan in place, sorting out your financial picture after you pass could create complications for your beneficiaries. https://t.co/u7xdSyjxs1 #estateplnning#wills#trusts
Make year-end gifts: The annual use-it-or-lose-it gift tax exclusion for 2024 allows you to give up to $18,000 per recipient ($36,000 for married couples) without incurring gift taxes.https://t.co/bKhYpWNYPk #estateplanning#wills#trusts
If you wish to leave an inheritance to your grandchildren, a carefully crafted estate plan is a must. Having one can also help prevent family disagreements over inheritance down the road. https://t.co/CbZ9dCDM9x
#estateplanning#wills#trusts
We believe estate planning is essential for everyone. LGBTQIA+ families face unique concerns in this area. We are here to help guide you through the estate planning process. #estateplanning#wills#trusts#lgbtqia
If you become incapacitated during your lifetime and are unable to manage your financial and/or personal affairs, the court can step in to appoint someone to take control of all of your assets and personal affairs. #estateplanning#willsandtrusts#conservatorships
Securing your trust document in a safe place is critical. Make sure your successor trustee and alternates know where it is and can access it since these documents are not recorded with the county or state. #estateplanning#willsandtrusts
It's never too early to create your estate plan but it can be a second too late! A competent attorney can help guide you through the process and answer all of your questions. #estateplanning#willsandtrust#probate