Who can we trust to raise our kids if something should happen to us?
This is a big and understandably daunting question, and it stops most people in their tracks. But you shouldn’t let it prevent you from finalizing your estate plan.
We remind our clients that of course you can’t be replaced and there’s no perfect answer, but at the end of the day, somebody is definitely better than nobody.
In this week’s video, Mark goes over some of the key details to consider when making this choice. And remember, your plan is very customizable. So if you want to do something like split up the responsibilities of the kids and the money to different people, that can be arranged.
There’s still some time to take advantage of our estate planning discount. Everyone has access to 20% off through the end of 2021.
A special needs trust serves to protect an heir who is differently-abled. It allows a trustee to be appointed to make sure the funds left to someone with special needs are handled properly.
This can apply not only to those with cognitive or physical challenges, but also to those with addictions, minors, or those who have poor money management skills.
This type of trust or provision can set up distribution of funds based on age, time or other appropriate factors.
We know there is not a one size fits all solution when it comes to estate planning. The team at Stiles Law can customize all the details to fit your unique situation. We’re even reducing our fees by 20% for the rest of the year to help give you a boost.
Your funds should go exactly where you want them to go, and charitable giving is absolutely an option. Maybe you have a foundation or a cause that’s close to your heart, and you want to support it as part of your legacy.
Wills and trusts are definitely not one-size fits all. The sky’s the limit of how you can personalize and structure them in the way you see fit.
Don’t forget, our estate planning services are 20% off for the rest of 2021. For everyone! We understand the importance of a quality estate plan. It should be everything you want it to be. And who knows? It could become better than you ever imagined.
Things can get confusing when it comes to gifting funds or highly valuable items and how it may effect your taxes.
Do you want to help your family and enjoy the experience of giving away your estate instead of waiting until you die? You can technically do that without paying taxes on this gift, up to a point.
You could potentially gift up to $60,000 annually, no taxes involved. If you’re curious to hear more about how to give away this amount or more, we can help!
Because we know everyone deserves a quality estate plan, we’re offering a 20% discount on our estate planning packages through the rest of the year.
Remember a few weeks back, when we did a video on Power of Attorney? A Healthcare Proxy is like a Power of Attorney for healthcare purposes. HIPAA regulations can make medical emergencies difficult, but when you appoint a Healthcare Proxy, this trusted individual has the ability to make decisions for you in the event that you are unable to. This is something that could be useful to anyone at any time, because you might not know you need it until something unfortunate happens.
Because we know how important it is to plan ahead, we’re offering to reduce our estate planning fees by 20% for the remainder of the year. Schedule a no-commitment call to talk it over and see if we can help.
