Thank you to our neighbors! We are honored to be voted a 2023 @Nextdoor Neighborhood Fave. Be sure to visit us on @Nextdoor and leave a recommendation. #NeighborhoodFaves
Be prepared for all of life's transitions by revisiting your estate plan to be sure it appropriately addresses your current circumstances. Read our latest post about the 4 most common reasons people decide to revise their estate plan. https://t.co/cvkkiXiydn
Funds held in accounts owned by your living trust are FDIC insured just like they would be if the accounts were in your individual name. Learn how trust beneficiaries can help extend that insurance coverage beyond the standard limits. Latest post:
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While homeowners over 55 years of age will experience new flexibility in moving to a new home while paying the same property taxes under Prop 19, more inherited properties will be reassessed.
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The Estate and Gift Tax is a tax scheme that imposes a tax on the transfer of an asset. Our latest post explains, in simple terms, how the estate and gift tax work. https://t.co/rpp67bspHt
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Isabela wants you to be sure that all of your digital assets--photos, videos, crypto, NFTs, social media, credit card rewards points--are addressed in your estate plan. More and more, our life and legacy includes a digital component. For more: https://t.co/GvsYM0ApeS
Estate planning doesnβt have to be overwhelming or induce anxiety. Instead of looking at estate planning as βjust another thing you have to figure outβ. Start with your goals. You probably have a lot of it figured out already. https://t.co/MVW7WVHxFi
For most of us, our largest asset is our home. When it comes time to plan, several issues need to be addressed to have a comprehensive estate plan that will be effective when the time comes. We cannot leave it up to chance. https://t.co/2bMbLewjJz
Do you have a small business? Part of the reason you started your own business was for autonomy and to be able to conduct business your way. You will also need to tailor your estate plan to address every aspect of operating your business. https://t.co/GW1C5KQahI
More than 12% of American parents who are caring for minor children also provide care to aging adults. All told, these multigenerational caregivers provide more than two and a half hours of unpaid care a day, on average, according to Pew Research Center. https://t.co/Cg6T2v1c5G
Estate planning has a lot to do with priorities. Like many things in life, you can't have it all. And the same goes with estate planning goals. A good estate plan is built upon prioritized goals.
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Similarly, a professional will review an existing estate plan to ensure that your current goals are being met by an estate plan you created under potentially different priorities. Are you children all adults now? Are any of your selected decision makers no longer suitable?