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Jennifer Medeiros, Attorney At Law
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Review Your Estate Plan According to Tax Cuts and Jobs Act (TCJA)
Did you review your estate plan in light of the passing of the Tax Cuts and Jobs Act (TCJA)? The implications of the TCJA go much further than taxes alone. You will always need an estate plan that takes a thoughtful approach to asset protection, privacy, retaining control, avoiding issues like guardianship and probate, and ensuring that your loved ones are cared for in years to come. http://bit.ly/JMLaotcja #estateplan
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Things to Add to Your Graduate’s To-Do List
This is a time when many of you are celebrating a child’s academic achievements, and even getting ready to send them off to college. During this hectic time do not overlook important estate planning matters. Here are a few important things you should add to your graduate’s to-do list as they get ready to go to college.
• Durable Power of Attorney for Health Care
• HIPPA Authorization
• Durable Power of Attorney (Finances and Property)
• FERPA Release
• Last Will and Testament
Read more… http://bit.ly/JML5tgsdbc #estateplanning
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Your 3-Step Guide To Creating An Informed Estate Plan
Estate planning can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. Create an estate plan that is customized to optimize your child’s long-term security and well-being. http://bit.ly/JMLp4ffotac
#Estateplan
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How to Pass on Financial Wisdom with Your Wealth
It's your responsibility to share your financial wisdom with your children and grandchildren. Here are three tips to help you prepare the next generation for the riches they will inherit.
• Use Estate Planning Tools and Set up Trusts
• Teach Your Beneficiaries the Basics of Money Management
• Round up a Good Team
Read more... http://bit.ly/JML3t2pofw
#FinancialWisdom
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It's your responsibility to share your financial wisdom with your children and grandchildren. Here are three tips to help you prepare the next generation for the riches they will inherit. http://bit.ly/JML3t2pofw
#FinancialLegacy
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Tips to Ensure the Health of Your Estate Plan in 2018
Keeping your estate plan healthy and current to reflect your wishes is just as important as your physical health. Here are a few tips to ensure the health of your estate plan in 2018. http://bit.ly/JMLthebjl #EstatePlan
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Is your estate plan organized for the New Year 2018? Make your estate plan a New Year’s Resolution. http://bit.ly/JMLruo4ny #EstatePlan #NewYear
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Estate Planning Tips for Your Pets
You never want to leave any family member on its own when you won't be around for their care, and this includes your pets. Don’t forget to include the provision of caretaking for your pet while making your estate plan. Keep these tips in mind while making these provisions in your estate plan:
• Choosing the right caretaker
• Selecting an organization of last resort
• Identifying the right successor trustee
Read more... http://bit.ly/2tsNWyJ #Pets #EstatePlanning
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5 Great Traits of an Estate Planning Attorney
For many, the estate is simple with the majority of their assets going to family members. If you have a large estate, the complexities may make it more difficult to plan effectively on your own. When you start looking for an attorney, choose the one who has the following five positive traits.
• Shows Trust and Respect
• Looks for Accuracy
• Remains Up-To-Date
Read more here... http://bit.ly/2swCDRN #EstatePlanning #EstatePlanningAttorney
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