Lumsden Law Firm

𝐓𝐚𝐤𝐞 𝐂𝐨𝐧𝐭𝐫𝐨𝐥 𝐨𝐟 𝐘𝐨𝐮𝐫 𝐋𝐞𝐠𝐚𝐜𝐲: 𝐒𝐞𝐜𝐮𝐫𝐞 𝐘𝐨𝐮𝐫 𝐅𝐚𝐦𝐢𝐥𝐲’𝐬 𝐅𝐮𝐭𝐮𝐫𝐞 Empower yourself with the knowledge to make informed financial and estate planning decisions. 🏡✨ Join our webinar and discover essential tools to protect your legacy and ensure your loved ones' peace of mind. Ready to take charge? Scan the QR code to register today! #LegacyPlanning #EstateKnowledge #SecureYourFuture #FamilyFirst #FinancialFreedom #PlanAhead #EmpowermentWebinar #LumsdenLaw

𝐓𝐚𝐤𝐞 𝐂𝐨𝐧𝐭𝐫𝐨𝐥 𝐨𝐟 𝐘𝐨𝐮𝐫 𝐋𝐞𝐠𝐚𝐜𝐲 – 𝐅𝐫𝐞𝐞 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐀𝐥𝐞𝐫𝐭! Are you ready to secure your family's future? Join us for an insightful webinar designed to guide you through financial and personal decisions that impact your loved ones. Gain essential tools for estate planning and ensure your legacy is protected for generations. 🗓 Date: Thursday, December 5 ⏰ Time: 12:00–1:00 p.m. ET 📍 Where: Zoom 💬 RSVP today to reserve your spot! 🔗https://lnkd.in/duNpbNw5 #EstatePlanning #LegacyMatters #TakeControl #FinancialWellness #LumsdenLaw #SecureYourFuture #WebinarOpportunity #PlanSmart #FamilyFirst #InformedDecisions

Just... talk. Interesting article popped up in my news feed today. It's not enough to put a plan in place with me - having in-depth, thoughtful, sometimes even painful dialogue with the people that you nominate as agents, executors, and proxies is vital. Although we strive to take the interpretation out of every document and express your wishes explicitly, nothing can replace your own heartfelt words that come directly from you to your agents. Don't leave anything to chance when the time comes, or leave loved ones with confusion, difficult choices, or guilt. TALK. The smallest conversations can have the largest, longest-lasting impacts on your loved ones. They won't forget, I promise. https://lnkd.in/eGKfSYPm Ashlea Eberling, "She Signed a Living Will. Her Sister Didn't Honor It." The Wall Street Journal online, 11/30/2024.

From estate planning essentials to smart strategies for business protection and navigating probate complexities, we’re here to provide guidance and peace of mind. Let’s work together to secure what matters most to you. Stay tuned for valuable insights, expert tips, and updates to help you make informed decisions.  #Thanksgiving #EstatePlanning #LumsdenLaw

𝐏𝐫𝐨𝐛𝐚𝐭𝐞 𝐢𝐬 𝐍𝐨 𝐓𝐡𝐚𝐧𝐤𝐬𝐠𝐢𝐯𝐢𝐧𝐠 𝐃𝐢𝐧𝐧𝐞𝐫 Probate can drag on, like that Thanksgiving dinner that never ends. 🦃 Unlike Thanksgiving, however, probate is avoidable with the right planning. Without a plan, families face a lengthy, sometimes costly probate process. Don’t let your legacy fall into probate’s grasp—plan ahead, and keep the peace during the holidays. 🍁 Avoid the probate “feast”—schedule a consultation today to plan a clear, streamlined estate for your family. https://lnkd.in/duSmzf5f #AvoidProbate #ThanksgivingPrep #EstatePlanning #LumsdenLaw #ProtectYourLegacy #FloridaEstate #FamilyPeace #PeaceOfMind #LegalPlanning #AvoidConfusion

🍂 𝐇𝐚𝐩𝐩𝐲 𝐓𝐡𝐚𝐧𝐤𝐬𝐠𝐢𝐯𝐢𝐧𝐠 𝐟𝐫𝐨𝐦 𝐋𝐮𝐦𝐬𝐝𝐞𝐧 𝐋𝐚𝐰! 🦃 This Thanksgiving, we reflect on the importance of family, gratitude, and planning for the future. Estate planning is about protecting what matters most—your loved ones and their legacy. Whether you're gathering around the table or sharing memories, now is a perfect time to discuss your plans for the future. We're here to help you secure peace of mind for generations to come. Contact us today to start your estate planning journey. 🍁 #Thanksgiving #FamilyFirst #EstatePlanning #Gratitude #Legacy #PeaceOfMind

𝐂𝐡𝐚𝐫𝐢𝐭𝐚𝐛𝐥𝐞 𝐆𝐢𝐯𝐢𝐧𝐠: 𝐀 𝐆𝐢𝐟𝐭 𝐨𝐟 𝐈𝐦𝐩𝐚𝐜𝐭 Thanksgiving is perfect for giving back! With estate planning, you can make impactful charitable gifts that benefit you, your family, and the causes you care about. From cash donations to real estate transfers, there’s a way for everyone to give. 🏡 Learn about charitable giving options and leave a meaningful legacy. Contact us today to get started! https://lnkd.in/epCfdVzc #CharitableGiving #Thankful #GivingBack #EstatePlanning #LumsdenLaw #PlanForGood #MakeAnImpact #HolidayGifting #Legacy #FloridaEstate

𝐆𝐢𝐟𝐭𝐢𝐧𝐠 𝐖𝐢𝐬𝐞𝐥𝐲: 𝐓𝐚𝐱-𝐒𝐚𝐯𝐯𝐲 𝐆𝐢𝐯𝐢𝐧𝐠 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐇𝐨𝐥𝐢𝐝𝐚𝐲𝐬 The holidays bring out our generous sides, but there’s a way to give and keep your estate secure. Did you know that gifts under $17,000 per year are excluded from federal taxes? You can give more without taxation by using lifetime exemptions. Ask yourself: Is your gifting strategy protecting your family’s future? 💡 Want to learn more? Let us help you give wisely this holiday season. Schedule a chat with Lumsden Law today! https://lnkd.in/dFW_u4QX #TaxFreeGifting #HolidayGiving #EstatePlanning #LumsdenLaw #PlanWithPurpose #GiftExclusion #FamilyFirst #ProtectYourLegacy #FloridaEstate #Generosity

𝐖𝐨𝐮𝐥𝐝 𝐘𝐨𝐮 𝐑𝐚𝐭𝐡𝐞𝐫: 𝐆𝐢𝐯𝐞 𝐭𝐨 𝐅𝐚𝐦𝐢𝐥𝐲 𝐨𝐫 𝐂𝐡𝐚𝐫𝐢𝐭𝐲? The holidays are all about gratitude! When it comes to estate planning, would you rather leave gifts to your family or donate to charity? 🎁👨👩👧👦 Let us know where your heart lies when it’s time to give. Thinking about gifts in your estate plan? Let’s make sure your generosity is aligned with your vision. Connect with us today! https://lnkd.in/dAiVDRAP #EstatePlanning #GivingBack #HolidayGifting #LumsdenLaw #FamilyOrCharity #PlanAhead #FloridaEstate #GiveWithPurpose #Gratitude #LegalGifting

𝐑𝐨𝐥𝐞𝐬 𝐢𝐧 𝐘𝐨𝐮𝐫 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧: 𝐖𝐡𝐨’𝐬 𝐖𝐡𝐨? Choosing a trustee, agent, or executor? Make sure they’re aware of the responsibility! Clear roles are critical to your estate’s success. Here’s a quick guide on essential estate roles and why talking with those you choose makes all the difference. 🔑 When choosing a trustee, agent, or executor, it's essential to ensure they understand their roles and responsibilities. Trustees manage trust assets, agents act under powers of attorney for financial or healthcare decisions, and executors oversee the distribution of your estate as outlined in your will. Selecting individuals who are trustworthy, organized, and capable of handling legal and financial matters is critical. Communication is key—discuss these roles with your chosen individuals so they’re prepared and aware of what’s expected to ensure your estate’s smooth management. Unsure who to choose? We’re here to guide you in building a comprehensive, clear estate plan. Contact us today! https://lnkd.in/dG87kQ9F #EstateRoles #CommunicationIsKey #FamilyPlanning #Trustee #Executor #LumsdenLaw #EstatePlanningTips #SecureTheFuture #FamilySupport #LegalPlanning