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Tips of the week!
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Legacy Tips of the Week
Legacy Tips of the Week
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Trivia Question❓ |
What important document allows someone to make medical decisions on your behalf if you’re unable to do so? |
Answer at the bottom of the newsletter |
Why Estate Planning Matters for Every Generation |
Estate planning is often thought of as something only older adults need to consider, but the truth is, it’s crucial for every generation. Estate planning isn’t just about distributing assets; it’s about protecting your loved ones and ensuring your wishes are honored, regardless of age or life stage. For young adults, a basic estate plan can outline medical and financial preferences in case of unexpected events, providing peace of mind for both you and your family. Setting up a healthcare directive and power of attorney means that, in emergencies, decisions are made according to your wishes. For families with children, estate planning is even more critical. It enables you to designate guardians, manage assets, and secure your children’s future in the event of the unexpected. Establishing trusts can help streamline inheritance, prevent family disputes, and reduce tax burdens on assets. Even for retirees, a well-structured estate plan allows for a smooth transfer of assets, helps avoid probate delays, and minimizes taxes, ultimately preserving wealth for future generations. Regularly reviewing and updating your plan ensures it stays aligned with current laws and life changes. Estate planning is about creating a legacy and giving your loved ones clarity and security. Whether you’re in your 20s, 40s, or 70s, it’s never too early (or too late!) to start planning for the future. |
You Are Invited! Are you sick of the cost of health insurance going up? Are you tired of coverage going down? Are you fed up with bureaucrats telling you what treatments you can and can't have? Whether you are single or married, whether you have kids or not, whether you are employed, retired, or a business owner this virtual lunch and learn is for you. On it you will discover a 43 year old “new” Insider Secret to Beating Traditional Health Insurance. You can potentially cut your health insurance costs 30-50% Starting Today while keeping your trusted doctors. Register now and we will see you on the lunch and learn training. Make sure to enter your correct email and cell phone as we need them to deliver your lunch. Again, we will deliver lunch to your door for the first 30 who register for the training. We will also be giving away a 3 night, 4 day hotel stay at a 5 star resort in the US for one lucky winner who attends live. Click the link, fill out the form to register and join us for a live, virtual lunch and learn workshop, where we will deliver lunch (or breakfast if you are on the west coast) to your door for the first 30 people who register.
Look for the instructions on how to claim your free meal, and your link to attend live in the confirmation emails you get. Register here. Also make sure to watch the video on the next page after you register, and we will see you on the training. |
Improving Family Communication On this educational lunch and learn, Stan will share how to improve and restoring family communication to preserve, protect, and grow your legacy. The ability to instill our legacy in younger generation family members first requires that you have and maintain a positive, meaningful relationship with those family members. Register now and learn how to foster family communication and build lasting bonds. Your lunch instructions will be in your confirmation email and text, so make sure to enter your correct email and cell phone numbers. Date: Thursday, November 21st, 2024 Time: 12-1PM EST Sign Up Today! |
You are Invited! Do you own real estate that has appreciated so much you don’t want to sell it because you don’t want to pay the capital gains taxes? What if you could sell that asset, diversify your portfolio, not pay tax, and get lifetime access to income? No, this is not a Delaware statutory trust. Those are mostly used to rescue a broken 1031 exchange where a person has sold his property and can’t identify replacement property within the allowed 45 days. No, this is not a deferred sales trust or monetized installment sale. The IRS has proposed (2023-139) regulations to consider these listed transactions, which is not what you want. To learn what this actually is, and why it works better than anything you’ve probably seen before, fill out the form and register to attend our virtual lunch and learn training where you will discover how our unique, tax exempt asset diversification trust will allow you to: Sell an asset with over one million dollars in capital gains. Eliminate the capital gains AND estate taxes, and still benefit from the proceeds. This strategy has already saved smart investors like you billions of dollars in taxes over the last 25 years. Register now and we will see you on the lunch and learn training. Make sure to enter your correct email and cell phone as we need them to deliver your lunch. Again, we will deliver lunch to your door for the first 30 who register for the training. We will also be giving away a 3 night, 4 day hotel stay at a 5 star resort in the US for one lucky winner who attends live. Nothing will be sold at this event, it is purely educational. Register now and we will see you on the lunch and learn training. Date: Thursday, November 21st, 2024 Time: 2-3PM Eastern Time Place: Zoom |
💡 Answer to Trivia Question: |
A healthcare directive or medical power of attorney allows someone to make medical decisions for you in case of an emergency. |