Estate planning

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Estate Planning Checklist: Create an Estate Plan

An estate plan can be designed to take care of your family if something happened to you. With a carefully drafted set of estate plan documents, you can ensure that your wishes are carried out after your passing or incapacitation. Let’s take a closer look at a helpful estate planning checklist that can walk you through the process. #estateplanning #financialplanning #futureplanning #moneytips #estateplan | Money motivation | Money goals | Financial Freedom

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the words uncomfortableable lessons i have learned in estate planning are shown above an image of a

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.

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Family Estate Planning Guide, Self-financing Real Estate Tips, Emergency Preparedness Binder, Life Organization Binder, How To Save Money As A Military Family, How To Find Military Records For Genealogy, Family Emergency Binder, How To Find Military Ancestors, Estate Planning Checklist

This super simple 21 step estate planning checklist will help you to get your affairs in order in the event of incapacity or death.

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a family walking on the beach with text overlay how to protect your kids 10 things to know about willis vs estate plans

Who needs a will? What is a will vs estate plan? Did you know a will might not provide and protect your children as well as you thought? Learn what you need and why from an Estate Planning attorney #parenting #personalfinance #estateplanning #wills

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a hand writing estate planning on a blackboard

Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing these important papers, you can help your family more easily get through the probate process and properly distribute your assets

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a woman talking on the phone while holding her hand to her face and looking down

Today we’re talking about some of the MOST important things you can do for your family should you become “unavailable” due to a medical crisis or whatever reason. Guys, listen up — this is SO important! Today’s guest is Abby Schneiderman she is the co-founder and co-CEO of Everplans, is an industry expert in theContinue Reading

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a group of people posing for a photo with the words estate planning for blended families

I asked David, a lawyer who specializes in Estate Planning for divorcees and stepfamilies, to write an article on estate planning for blended families. I hope this helps many of you. He wrote the following:Blended

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two people sitting at a table with papers and calculator

#LegacyProtection 📌 Preserving Your Hard-Earned Assets in Pensacola 🏡 It's essential to #plan 📝 for the future and protect your legacy. My recent blog post shares all you need to know. 📘🔍 Read my blog article here: 📖👉🏼 [https://www.tumblr.com/boylesandboyleslaw/713776670364123136/secure-your-legacy-with-an-estate-planning]

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a notepad and pen on top of a wooden table with the words why you want an attorney for estate planning

While you might save money upfront DIY'ing your will, hiring a lawyer who specializes in estate planning can save you money, time, and stress in the long run. Here's why hiring an attorney is likely the best decision for your estate planning needs.

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the types of estate planning documents

📄 Estate Planning Essentials! 💡 Did you know there are several key documents that make up a comprehensive estate plan? Here’s a quick look at the most important ones: Will 🖋️: Directs how your assets will be distributed. Trust 💼: Helps manage and protect your assets. Power of Attorney 🤝: Appoints someone to make financial decisions for you. Healthcare Directive ❤️: Lays out your medical wishes. Guardianship Designation 👶: Names a guardian for your minor children. Having these documents…

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