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estate planning Tag

What Estate Planning Do I Need?

29 Nov

What Do I Need For Estate Planning?

An incredibly common question is a question you should be asking yourself. What I do need for estate planning? Do...

The legal issues that we all will face shouldn't be a mystery.

You DON'T simply need an estate plan. You need a p

You DON'T simply need an estate plan. You need a plan that WORKS.

🙌Save your family in unnecessary fees and untold frustration at the worst possible time with this important information.

Join me, Jen Gumbel, the probate attorney that gives you the inside scoop on how to avoid a legal mess. 👩‍🏫

Enroll in this at your pace video series where I dispel 3 common myths about estate planning that will create a legal mess and I share the secret to an estate plan that works. 💡

✔️Find out what a Will actually does.
✔️Find out the limits of a Trust.
✔️Find out how to actually avoid probate.

If you think you’re financially savvy, but don’t know this information, think again. Get this important information at your fingertips and on your schedule for only $27 (a $147 value). 🗝

Comment SECRET to enroll today. ✔️
#estateplanning #financialliteracy

Reality check ✅ Your loved ones will be shocked

Reality check ✅ Your loved ones will be shocked at all they the legal issues they'll need to sort out if you only have a will.

Look. A will is important. But it doesn't avoid probate - it's FOR probate. 🤯

Hi, I'm Jen. I'm a probate attorney. That means I help families walk through the legal issues that come up after a death. And I want you to know how to plan ahead EFFECTIVELY so your family doesn't need me (or at least needs me a lot less😉) .

If you think a will avoids probate. THINK AGAIN.

A will is for probate. If more people understood that, there would be less grieving families mired in unnecessary legal proceedings.

If you think you're financially savvy, but don't understand how estate planning works, also - think again. But I have what you need to start.

Comment "Terms" and I'll send you a link to get my free video guide, "Five Estate Planning Terms Everyone Needs to Know (and definitions anyone can understand)."

#estateplanning #probate #financialliteracy

Put me out of work, please. 😆 Hi, I'm Jen. I'm

Put me out of work, please. 😆

Hi, I'm Jen. I'm a probate attorney. I help families walk through the legal issues that come up after a death.

If you think a will avoids probate. THINK AGAIN.

A will is for probate. If more people understood that, there would be less grieving families mired in unnecessary legal proceedings.

If you think you're financially savvy, but don't understand how estate planning works, also - think again. But I have what you need to start.

Comment "Terms" and I'll send you a link to get my free video guide, "Five Estate Planning Terms Everyone Needs to Know (and definitions anyone can understand)."

hashtag#estateplanning hashtag#probate hashtag#financialliteracy

Here's my unpopoular opinion on the estate plannin

Here's my unpopoular opinion on the estate planning industry.

You are NOT being given the information you need to have an estate plan that WORKS.

If you don't understand the basics of how this stuff works, you will leave a legal mess for your loved ones at the worst possible time. Full stop.

Hi, I'm Jen. I'm a probate attorney. That means I work with families after a death to wade through the legal issues that come up.

I've seen HUNDREDS of estate plan play out. Some of them work and a lot of them don't. The difference isn't simply the legal documents. The difference is... you. The people who understood the basics leave a plan that works.

The problem is that while loads of articles are being generated, very little of it is actually helpful to you. Too many go to the effort (and expense) of getting a plan, but aren't being given the information they need to implement it correctly.

So let's start with getting concrete definitions of the common jargon.

Get my free video guide: Five Estate Planning Terms Everyone Needs to Know
(and definitions anyone can understand). Comment FIVE and I'll send you the link.

#estateplanning #legal #financialliteracy

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Organized (after)LifeTM, Your Organized (after)LifeTM Workshop, Good Legacy and all related content are for educational purposes only. No attorney-client relationship is established here, on the podcast, or in the workshop. If you are contemplating a will, trust or any other form of estate planning you should contact a licensed attorney in your state of residence.

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