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Unlock the Power of Health Savings Accounts in Estate Planning
December 19, 2024
Health Savings Accounts (HSAs) offer triple tax advantages, portability, and flexibility, making them a powerful tool for healthcare savings and retirement planning. Jacksonville residents can maximize their HSAs for immediate medical expenses or long-term savings. Discover how HSAs complement your estate plan today.
What Is a Testamentary Trust and Do You Need One?
December 13, 2024
A testamentary trust can control and safeguard your assets after death and provides additional benefits like protecting minor beneficiaries and tailored distribution plans for specific purposes.
Planned Giving to Charities: Make a Difference While Reaping Benefits
December 4, 2024
Discover the power of mindful giving with strategies to support charities while enjoying financial benefits. From Qualified Charitable Distributions to Charitable Trusts, explore ways to align your values with your estate plan.
Is Your Estate Plan Still On Track? End-of-Year Tips for Jacksonville Families
November 26, 2024
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure that it’s in good shape for when it’s needed.
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How Will You Protect Your Family?
At Legacy Planning Law Group, we work with you to the create a plan that protects your family and preserves your legacy so you can have confidence about what lies ahead and finish the race strong.