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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.
Protecting Young Beneficiaries with Pot Trusts: A Guide for Jacksonville Parents
November 21, 2024
Pot trusts offer flexibility in estate planning, allowing trustees to distribute assets based on beneficiaries’ unique needs. Ideal for families with young children or varying financial circumstances, these trusts ensure fairness while simplifying asset management. Learn how a pot trust can protect your family’s future.
Why Should You Talk To Your Family About Your Estate Plan
November 14, 2024
Discussing inheritance and your estate plan early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
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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.