Estate Planning 101 – Where to Start, When to Update, and How To Ensure Your Wishes Are Followed September 19th at 1pm Eastern Get more details and save your spot here: https://lnkd.in/e6VSXKtP #Trust #AvoidingProbate #EstatePlanning #EstateAndAssetProtection #LawFirmLife #ElderLawGeorgia
Shannon Pawley, J.D., LL.M’s Post
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Estate Planning 101 – Where to Start, When to Update, and How To Ensure Your Wishes Are Followed September 19th at 1pm Eastern Get more details and save your spot here: https://lnkd.in/ej4X6wP7 #Trust #AvoidingProbate #EstatePlanning #EstateAndAssetProtection #LawFirmLife #ElderLawGeorgia
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Choosing the right type of trust depends on your specific goals and circumstances. Understanding these differences is key to effective estate planning! 💡🏡 #Trusts #EstatePlanning #FinancialLiteracy
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Sudden losses can lead to unforeseen estate challenges, particularly when past intentions conflict with current legal designations. It's crucial to have clear, updated plans that consider all possibilities. For guidance on creating a resilient estate plan, visit GuteFinancial.com and let's start a conversation to secure your legacy. #FinancialPlanning #EstateManagement
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Would you like to find out how Trusts can help with your estate planning? Our advisors will chat with you to figure out any challenges that need to be addressed so your loved ones can enjoy the benefits. A Trust might be the answer you're looking for! To learn more, please give us a call today. #SLSWillsAndMore #SeeMeBeforeYouGo #Trusts
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Define your path and pursue your happiness! • Creator of My Financial Bridge • Financial Planner • Marine Corps Veteran
Sudden losses can lead to unforeseen estate challenges, particularly when past intentions conflict with current legal designations. It's crucial to have clear, updated plans that consider all possibilities. For guidance on creating a resilient estate plan, visit GuteFinancial.com and let's start a conversation to secure your legacy. #FinancialPlanning #EstateManagement
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CEO at Cogent Strategic Wealth | Independent Financial Advisor in Chicago and Southern Utah | Providing custom financial, investment and life strategies to high-achieving professionals to help them achieve their goals
Ready to plan your legacy? Choosing a fee-only advisor in Chicago for estate planning means transparent costs and advice in your best interest. Discover how this choice can make a significant difference in your estate strategy. https://bit.ly/3wGQQ4D #FinancialPlanning #TransparentAdvice #CogentStrategicWealth
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Ready to plan your legacy? Choosing a fee-only advisor in Chicago for estate planning means transparent costs and advice in your best interest. Discover how this choice can make a significant difference in your estate strategy. https://bit.ly/3wGQQ4D #FinancialPlanning #TransparentAdvice #CogentStrategicWealth
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I help domestic and international high-net-worth clients with their tax and estate planning | Ayudo a clientes domésticos e internacionales de altos patrimonios con su planeación fiscal y patrimonial
This article provides a great summary of estate planning issues to consider before the end of 2024. Now is the time to take action on these issues! https://lnkd.in/g-USktxX
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Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth in Chicago | Providing custom financial, investment and life strategies to high-achieving professionals to help them achieve their goals
Ready to plan your legacy? Choosing a fee-only advisor in Chicago for estate planning means transparent costs and advice in your best interest. Discover how this choice can make a significant difference in your estate strategy. https://bit.ly/3wGQQ4D #FinancialPlanning #TransparentAdvice #CogentStrategicWealth
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Estate planning doesn’t have to be a headache! Understanding a few key concepts can make all the difference for your family’s future. Let’s break it down and make it simple. 👉 Read more: https://lnkd.in/gS2hhgq9 #EstatePlanningMadeEasy #EstatePlanningFAQS #FAQS #SudburyLawFirm #20WestLegal
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Simplify Finance For Law Firms | NY Times featured CFO | 40 Under 40 CPA
3moI hope a lot of people pay attention to this because these are some great topics Shannon Pawley, J.D., LL.M