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.
Halloween is coming soon!!
Why not Treat your Family with an Estate Plan?
We here at Legacy Planning Law Group have several to choose from.
“Witch” one is right for you?
Estate Planning is not something to be taken lightly. If you are not careful it can be more of a “Trick” than a “Treat”
Let our experienced Attorney Bill O’Leary help you decide.
Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, 401k’s, IRA’s, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you when you die.
When that happens—and it is a “when” and not an “if”—you probably want to control how those things are given to the people or organizations you care most about. To ensure your wishes are carried out, you need to provide instructions stating whom you want to receive something of yours, what you want them to receive, and when they are to receive it. You will, of course, want this to happen with the least amount paid in taxes, legal fees, and court costs. Ref: https://www.estateplanning.com/What-is-Estate-Planning/
One of the “Tricks” of Estate Planning is improper Trust Funding or Asset Alignment. We here at Legacy Planning Law Group have an Asset Alignment Coordinator dedicated to helping you align your assets into your Trust. Nearly all our plan’s include Trust Funding/Asset Alignment free of charge. It is what supersedes other Law Firms who do not offer or include this service.
Call us today at 904-880-5554 to speak with someone about your personalized situation.
We can set up a time for you to meet with Bill, where he will explain in painstaking detail all your options and make recommendations to fit your own unique situation.
Don’t have time to call? Then click here and set up a complimentary 15-minute phone call on a day and time you choose, that is most convenient for you:
https://legacyplanninglawgroup.com/book-a-call/
Visit our Website and see what we are all about:
https://legacyplanninglawgroup.com/
Want to watch/hear some true-life horror stories?
Sign up and view our Webinar at:
https://legacyplanninglawgroup.com/webinar-registration/
Don’t get “Tricked” this Halloween, Treat your family to the best treat ever: Your Legacy!
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