Have you made your Will? Do you need to probate a loved one’s will? Is a family member in need of a guardianship?
Suzanne Perry has extensive experience in handling probate and guardianship matters, as well as assisting clients with preparing their estate plans, including wills, powers of attorney, living wills and other related documents.
Contact us today for your confidential #consultation . 281-548-0900.
Has your estate plan gathered dust? When is the last time you reviewed it? When you write down your holiday list make sure to include revisiting your comprehensive estate plan. Lots of things can change during a year, and accuracy can mean the difference between protected assets and lost ones... Listen to the elf and call #WFP at 954-944-2855.
Give a gift of peace of mind this holiday season! 🎄 We are running a promo on basic last will and testament and powers of attorney for Illinois residents during the month of December 2019. 🎄
Last Will & Testament $300
Power of Attorney for Property or Healthcare $100 each or $175 for both *Last Will and Testament applies only to estates under one million dollars. **Gift is recommended for individuals who currently have no estate plan in place. ***The promotion applies to Illinois residents only. 🎄Click the link in the bio for more info or to purchase this offer! 🎄 [image: festive holly wreath with holiday estate planning promo language.]
A financial plan can bring focus to your future. Make your New’s Year resolution a Life Financial Plan at Prato Capital. Do you have a plan? 🔹Click the link in the bio 🔹Prato Capital, where integrity meets discipline
The best time to review your family's estate plan is TODAY.
I understand that thinking about the inevitable or who is going to care for your children when you are not here is daunting.
The Evolution Financial Planning wealth management process incorporates an effective estate planning solution that ensures that your legacy is maintained for generations with tax-effectiveness and asset protection.
Still boring I know, but check out the links in our bio and look at completing the Estate Planner Assesment Report. No costs and at least you will have a better idea on tidying up a component of your wealth plans that can offer the most value to your family wealth.
There’s been some strange happenings at #BLT so we’ve installed extra security cameras.... this is what we captured last night!
Jerome, using our fire extinguisher as an elf catapult and adding “snow” to the family law team’s Christmas wonderland!! What a mess Jerome 😞
I am pleased and honored to announce that I will continue for a second year as the Philadelphia Bar Association’s Probate and Trust’s Section’s Representative to the Board of Governor’s. This photo was taken with this year’s Chair of the Section, Justin Brown. He and the Section worked tirelessly this year. Abc every year. Probate is an area that my firm frequently assists clients with. It is complicated and can cost you much time and money if not completed properly. Thank you to the Section for a terrific year! #probate#estateplanning#wills#trusts#phl
0 713 hours ago
I am pleased and honored to announce that I will continue for a second year as the Philadelphia Bar Association’s Probate and Trust’s Section’s Representative to the Board of Governor’s. This photo was taken with this year’s Chair of the Section, Justin Brown. He and the Section worked tirelessly this year. Abc every year. Probate is an area that my firm frequently assists clients with. It is complicated and can cost you much time and money if not completed properly. Thank you to the Section for a terrific year! #probate#estateplanning#wills#trusts#lawyer#plan
As we journey through life we go through TWO distinct phases! First stage where we all begin career and make large purchases such as home, vehicle etc start family and save 💰, second stage is closer to retirement while we have made good wealth and concern is to don't leave any libility behind for loved ones.
In both stages Life Insurance played Vital role in my clients life.
I found first stage where ppl think life insurance is a Cost to protect family and health for financial security. As their primary desire is estate creation.
Second stage ppl love life insurance as they start seeing life insurance as investment to preserve estate, as they now feel accumulated wealth to be secure for next generation.
My 80% of clients are from stage two whereas I love client of stage one when they begin to understand the cost of life insurance is so negligible ( as they are already second generation in business) !! #lifeinsurancematters#protection#financialfreedom#financialliteracy#premium#costvsinvestment#lphinsurance#estatecreation#estateplanning#experttalks#businessowners#businessbaydubai#businessownerproblems #preserve#lifestages
3 3819 hours ago
Always better to be above the #clouds than in them!
When it comes to retirement planning, do your foresee yourself working till age 65, just because you do not have enough savings for retirement, other than CPF L.I.F.E.? Do you know that by saving early and invest into a fund that gives a return of 7% per annum, can help to grow the investment in the long run for a comfortable retirement?
I have my own unique retirement financial plans, clearly mapped and prepared in place.
How about you? Retirement is not too far away to start planning today.
Having children is quite challenging as they come with a lot of responsibility on the part of the parents.
These shows the basic things parents should do for their children, be honest which one of them haven’t you done?
Relax - business is not always about the push. Sometimes you can just stop and listen to the market and the ebbs and flows and tweak your approach and make that work for you. Think about every aspect of your business and whether that interface with your customer or supplier can be improved.
Kita boleh merasa hebat, merasa kaya, merasa pintar : tapi tanpa dukungan Team yang hebat, semua itu hanya akan jadi omong kosong.
Saya hari ini bersyukur, bisa bertemu dan berkumpul sebagai sebuah team dengan orang-orang ini.
Mereka yang memberi support hingga buku "Hartamu bukan Hartamu" bisa dibaca oleh 1.000 teman di seluruh Indonesia, dan akan terus bertambah.
Discover the New Law Business Model that will allow you to build a 7-figure law practice while making a real difference in the lives of your clients and working in your office just 3 days a week… #InspiredLawyers
Attend this free online training, hosted by NLBM Founder, Alexis Katz, and discover what is possible with a #NewLawBusinessModel .
My name is Devon M. Jones, a 2L at North Carolina Central University School of Law. I am from Asbury Park, New Jersey and plan to practice law in Washington, D.C … or wherever the good lord takes me! 🙏🏾 My primary area of interest is Intellectual Property law. I have a secondary interest in real estate transactions and estate planning. I currently serve as the treasurer of the Intellectual Property Law Society (@nccu_ipls) and staff editor of the Science and Intellectual Property Law Review. I plan to serve as an advisor and ultimately an attorney to assist my clients in protecting their assets. Real property, business protection and executing a succession plan will aid in creating generational wealth. Allow me to help! It has always been of great importance to me to assist people in life, hence the reason I’m on this journey. The goal is bigger than me! By no means am I the smartest, but I work tirelessly and fight for the bigger picture. Again, I am Devon M. Jones, my ancestors wildest dream ⚖️🦅✊🏾 #jdloading#lawstudentbae#becomingjd#intellectualproperty#realestate#estateplanning#legal#iplaw#copyright#trademark#tradedress#smallbusinessowners#legaleagle#lawschool#lawstudent#lawyerbaes#blacklawstudents#ncculaw#explore#blacklawyersmatter
115 67616 September, 2019
If you've got kids, but don't have a will, it's time to STEP UP.
Making a will doesn't have to be expensive or take a long time, but it does need to be done. Protect your family and give yourself some peace of mind with the legal confidence that you've done things RIGHT in case the worst happens. 🔗Click the link in my profile to create a will quickly with the only company I recommend to guide you along the way. 💰Use code DAVE20 for $20 OFF!
Studies show that wealth for Blacks in America will fall to $0 by 2053😱 Why? Because we aren’t always passing our wealth down to the next generation.
As a follow up to our last post, while making more money can result in more stress, it’s what you do with it that really counts. So how do we close the wealth gap? Click the ⛓ in our bio for tips by Trusts and Estates attorney @artsteele_esq on the benefits of estate planning and what to consider when beginning the estate planning process. #estateplanning#moneytips#generationalwealth#girlboss#financialfreedom#financialliteracy
EVERYONE needs a will. Take the time to make one. This matters.
Get my team's FREE Will Preparation Checklist to help walk you through the process of deciding what you need to cover. 🔗Link in profile. #debtfreecommunity#estateplanning
32 2,1606 June, 2019
Five facts about probate:
1. It is not scary your loved one has a plan (a will)
2. In most cases, it cannot be completely avoided; but the assets subject to the probate process, can be greatly reduced. Trusts are a great part of an estate plan but they don’t typically solve all issues that come up at death (See Nipsey Hussle’s estate)
3. You can still get tied up in court over non probate assets (see Michael Jackson’s estate)
4. If you have a business and do not have a business continuity plan, there’s a high probability that your business assets will go through probate (that can get messy).
5. You need to make sure that your non-probate assets follow your overall estate plan (I’ve had a few friends where their parent’s insurance policy went to an ex spouse instead of them).
My suggestions— 1. Get an estate plan done which includes a POA (power of attorney), advance directive, will, and in some cases a trust. 2. Have your estate plan by an attorney who does Estates (like please). 3. Review your plan with major life events— birth, death, and divorce.
Picture taken at AKAnomics of a Legacy presented by @akapbo
39 52828 July, 2019
Working up your Will is not something most of us want to think about. @trustandwill has made it so easy for us to create our Will(s). Literally, after we decided on which family member we wanted to care for our little ballerina and future shark biologist and which we wanted to make executor of our estate it took about 10 minutes to create our legally binding Last Will and Testament. It’s something that has been on my mind to do since we became parents nearly 4 years ago but I thought it was going to be too hard and too expensive and kept putting it off until now. I feel SUCH relief now knowing that IF anything were to happen to Ty and I our children will be taken care of by family they know and love. #adulting doesn’t have to be hard. Go to the link in my bio and use promo code ADULTING2019 for $10 off (so just $119 for you and your spouse combine!) and get your Will completed in about 10 minutes too! .