A will serves as a voice from beyond, guiding the distribution of one's estate. It reflects personal wishes and ensures that the right people benefit from a lifetime of hard work. Beneficiaries can range from family members to friends or even organizations and charities. Their role is not just to receive but to honor the legacy and intentions of the departed. Let's explore the significance of a will and introduce the concept of beneficiaries, setting the stage for a deeper understanding of estate planning in North Carolina. https://lnkd.in/ewrUtitH #estateplanning #nc #attorney #beneficiaries
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In this episode of LEGACY LESSON, Jason Marx explains the critical differences between wills and trusts through the story of Margaret, a widow ensuring her estate is distributed to her children and charity. To start your estate planning journey, or update your existing documents, you can reach out to Jason here: https://bit.ly/3zIAjP2 #EstatePlanning #WillVsTrust #LEGACYLESSON #JasonMarx #TaxTrustsEstates #FinancialPlanning
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The benefits of choosing local options are widely recognised, and the same holds true when you select SLS Wills and More for your estate planning needs. Here are three compelling reasons: 1. Your well-being matters to us. Unlike larger corporations, we value you as an individual, not just a statistic. 2. We're dedicated to local involvement. Every purchase made with us contributes to supporting local charities. 3. We foster enduring connections with clients, assisting multiple generations with their estate planning requirements. #SLSWillsAndMore #SLS #SeeMeBeforeYouGo #BuyLocal #KeepItLocal
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Thinking about leaving a lasting legacy? Including charitable giving in your estate plan is a meaningful way to support causes that matter to you. Whether you want to donate to a favorite charity or make a lasting impact in your community, ensuring your charitable intentions are honored requires careful planning. Key steps include: -Clearly defining your charitable goals. -Choosing trustworthy executors or trustees. -Considering trusts or donor-advised funds for maximum impact. To learn more about how to protect your charitable legacy, read our full blog post: https://bit.ly/3AEo6f0 For personalized assistance, click the link to contact Bosshard Parke to schedule a consultation with one of our experienced estate planning attorneys: https://bit.ly/49UfE6T
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Legacy Futures' new report Building Better Futures in Legacy Fundraising is out now, available to download for FREE. We're pleased to have contributed to this important report, which explores the recruitment and retention crisis facing the legacy sector and provides strategic and practical recommendations that charities could take to help overcome the challenges. Read more and download the report here: https://lnkd.in/gfxT9MVD #Legacy #Fundraising #Recruitment #Report
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The advantages of buying locally are well-known and it's no different when you come to SLS Wills and More for your estate planning. Here are three reasons why: 1. We care about our clients deeply. We're not a big corporate and you aren't a number to us. 2. We also buy locally. We support local charities every time someone buys from us. 3. We often build long-lasting relationships with clients and support generations with estate planning. #SLSWillsAndMore #SeeMeBeforeYouGo #BuyLocal #KeepItLocal
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How can you ensure your assets are efficiently distributed to your children and favorite charities? In this episode of Legacy Lesson, Margaret is exploring the benefits of wills and trusts in her estate planning journey. Join Jason Marx as he explains how these tools can work together to create a comprehensive plan that honors your wishes. #EstatePlanning #WillsAndTrusts #LegacyPlanning #MandelbaumBarrettPC
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Envision a legacy that reflects your values and priorities. Our Wealth Transfer Strategies focus on ensuring your wealth efficiently benefits your loved ones, charity, or church, aligning with your wishes. Discover more about leaving a meaningful legacy at https://lnkd.in/ejR7H7nf 🌳 #LeaveALegacy #WealthTransfer
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Make the most out of your wealth through charity & philanthropic contributions. 🌟 At Castle Island Family Office, we do the hard work so that aligning your passion with your purpose is easy! Find out more when you choose this post at our Link-in-Bio. 💯 https://lnkd.in/eKisd329 #castleislandfamilyoffice #trustmatters #thefutureisnow #successionplanning #wealthmanagement #familyoffice #financialadvisor #investmentmanagement
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Envision a legacy that reflects your values and priorities. Our Wealth Transfer Strategies focus on ensuring your wealth efficiently benefits your loved ones, charity, or church, aligning with your wishes. Discover more about leaving a meaningful legacy at https://lnkd.in/ejR7H7nf 🌳 #LeaveALegacy #WealthTransfer
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Envision a legacy that reflects your values and priorities. Our Wealth Transfer Strategies focus on ensuring your wealth efficiently benefits your loved ones, charity, or church, aligning with your wishes. Discover more about leaving a meaningful legacy at https://lnkd.in/ejR7H7nf 🌳 #LeaveALegacy #WealthTransfer
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