Estate planning triggers: When to re-evaluate your estate planning strategy
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Estate planning triggers: When to re-evaluate your estate planning strategy
Think of this as your starter guide to keeping your estate plan up-to-date.
Mar 4, 2019
Estate Planning Basics
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Will or trust… or something else? There are a lot of myths around Estate Planning... I made this presentation so more people can learn the truth. Learn the 3 biggest estate planning mistakes from a top legal expert in this FREE Webinar. Learn how to protect what you’ve spent a lifetime building. And learn how the right plan can provide peace of mind. Reserve your spot now | Thomas Walters Estate Planning - Leslie Dillon Thomas
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Texas Homeowners are under more pressure now than ever before. If you own a home in Texas, there are some common estate planning mistakes that could cost you thousands or more! You can avoid all of them using a few simple legal tricks that we’ll show you in this presentation. Join us this week for a FREE online webinar and discover how to avoid the Most Common Mistakes Homeowners Make. Click below to save your virtual seat | Trusted Estate Planning
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Texas Homeowners are under more pressure now than ever before. If you own a home in Texas, there are some common estate planning mistakes that could cost you thousands or more! You can avoid all of them using a few simple legal tricks that we’ll show you in this presentation. Join us this week for a FREE online webinar and discover how to avoid the Most Common Mistakes Homeowners Make. Click below to save your virtual seat | Trusted Estate Planning
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Indiana Homeowners are under more pressure now than ever before. If you own a home in Indiana, there are some common estate planning mistakes that could cost you thousands or more! You can avoid all of them using a few simple legal tricks that we’ll show you in this presentation. Join us this week for a FREE online webinar and discover how to avoid the Most Common Mistakes Homeowners Make. Click below to save your virtual seat | Trusted Estate Planning
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Indiana Homeowners are under more pressure now than ever before. If you own a home in Indiana, there are some common estate planning mistakes that could cost you thousands or more! You can avoid all of them using a few simple legal tricks that we’ll show you in this presentation. Join us this week for a FREE online webinar and discover how to avoid the Most Common Mistakes Homeowners Make. Click below to save your virtual seat | Trusted Estate Planning
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Free Estate Planning Strategy Session For California Residents a joint bank account with a child can be a bad idea because of liability reasons. That means if you are being sued or that child is being sued, the other person‘s assets are at risk. Some possible solutions to this, naming a child as a beneficiary, POD or setting up a living trust and putting the account in the name of that trust as part of a complete estate plan. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom
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2.6K views · 16 reactions | Free Estate Planning Strategy Session For California Residents do people get paid for managing a trust? Generally, yes if they want to take it. Most states have provisions in their laws that trustees are entitled to reasonable compensation. California is one of those states. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty | Pevney Estate Planning | Facebook
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