Jaclyn Roberson’s Post

Divorce can change everything, but your legacy doesn't have to be part of the fallout.💍 Don't let the end of a marriage unravel your carefully laid plans. . 📝 Your estate (aka your legacy) deserves protection. Divorce can significantly impact your estate plan, so it's crucial to update wills, trusts, beneficiary designations, power of attorney, healthcare directives, guardianship provisions, property ownership, and consider tax implications. Ensure your plan reflects your current wishes and secures your family's future.💼 Protect your legacy and secure your family's future by taking the right steps today. Your estate plan should reflect your current reality and safeguard what matters most. Comment #legacy to learn more about securing your legacy. #legacyprotection #familyassets #estateplanning #familylaw #protectyourlegacy #communicationiskey #familyharmony #trusts #assetprotection

Informal Marriage and Estate Planning Thanks for watching! Please like and subscribe for more information about estate planning and probate in Texas. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://lnkd.in/g-N-4zRB and set up a time to chat. #estateplanningattorney #probatelawyer #estateplanning

Your future is yours to design, and taking control of your estate plan is a vital step in shaping that future, especially after experiencing a gray divorce. By proactively addressing your estate planning needs, you can ensure that your wishes are met and that your legacy is protected according to your desires. Don’t leave these crucial decisions to chance—empower yourself with the knowledge and tools to manage your estate effectively. Embrace the opportunity to create a plan that truly reflects your intentions and secures the future for you and your loved ones. #EmpoweredByLaw #EstatePlanning

💍💖 Happy National Proposal Day! 💖💍 As we celebrate the beauty of love and commitment today, let's also take a moment to reflect on another crucial aspect of planning for the future – estate planning. Just like a marriage proposal symbolizes a promise of a shared future, estate planning ensures that your loved ones are taken care of and your wishes are honored, even when you're no longer here. 💼 Whether you're saying "I do" or simply planning for the future, it's essential to have your affairs in order. From drafting wills to establishing trusts, estate planning provides peace of mind for you and your family. 📜 Don't wait until it's too late. Take the first step towards securing your legacy today. And when you're ready to make it official, remember that a mobile notary public is here to assist you every step of the way. 📲 Reach out when you're ready to take care of your estate planning needs. Your future self and your loved ones will thank you for it. #NationalProposalDay #EstatePlanning #SecureYourLegacy #MobileNotaryPublic #PlanForTheFuture 📝💍

Your future is yours to design, and taking control of your estate plan is a vital step in shaping that future, especially after experiencing a gray divorce. By proactively addressing your estate planning needs, you can ensure that your wishes are met and that your legacy is protected according to your desires. Don’t leave these crucial decisions to chance—empower yourself with the knowledge and tools to manage your estate effectively. Embrace the opportunity to create a plan that truly reflects your intentions and secures the future for you and your loved ones. #EmpoweredByLaw #EstatePlanning

A qualified terminable interest property (QTIP) trust can provide future security for both a surviving spouse and children from a prior marriage, while retaining estate planning flexibility. Generally, the trust is created by the wealthier spouse. When the grantor dies, the surviving spouse assumes a “life estate” in the trust’s assets. This provides the surviving spouse with the right to receive income from the trust, but he or she doesn’t have ownership rights. Thus, the surviving spouse can’t sell or transfer the assets. Upon the death of the surviving spouse, the assets are passed to the final beneficiaries, who may be the children from the grantor’s prior marriage. https://bit.ly/2P9dRS9

If your marriage creates a blended family, having a trust hold your children’s inheritance can help eliminate conflict between step-siblings and between your children and your new spouse. Even if your children are adults, leaving their inheritance in a trust can help avoid family conflict and provide them with a lifetime of asset protection from creditors and lawsuits. Read this week’s blog at https://lnkd.in/g_XHcNy9 to learn more. 

Life changes, and so should your estate plan. Major life events such as marriage, divorce, the birth of a child, or acquiring substantial assets should prompt a review and update of your estate plan. Estate planning holds significant importance for individuals and families alike. If you are uncertain about the intricacies involved, Velasco Law Group is here to provide expert guidance. Our estate planning services encompass the creation of wills, trusts, and other essential documents, tailored to establish a comprehensive estate plan that aligns with each client's unique objectives. Thoughtful estate planning offers numerous valuable advantages, including: ⚖️ Ensuring the smooth transfer of your property according to your wishes. ⚖️ Minimizing exposure to estate taxes, allowing for more substantial property and wealth to be passed on to your family. ⚖️ Reducing or potentially eliminating probate costs. ⚖️ Providing for the care of a domestic partner or significant other, even if you are not married. ⚖️ Defining your desires regarding crucial medical and end-of-life treatments. ⚖️ Securing the well-being of a special needs child, elderly parent, or other beneficiaries through trust structures tailored to their specific needs. With Velasco Law Group's expertise, you can confidently embark on the estate planning journey, ensuring that your assets are protected, and your intentions are preserved for the benefit of your loved ones. Consultations are available in English and Spanish. ‎📞562-432-5541 https://lnkd.in/gnGgeyfD #estateplanning #probate #wills #trusts #livingtrust #attorney #longbeach #downey #irvine

If you’re an entrepreneur, business professional or high net-worth individual, early planning can help to ensure the protection and fair distribution of wealth in the event of death, illness, marriage, co-habitation, separation or divorce – the moments in life that affect us all. Emma McCarthy, Partner in our Private Client team, is here to talk you through the intricacies of early planning from the difference between LPAs and Deputyship to Inheritance Tax, planning and reliefs. Book your place here: https://lnkd.in/e6GjU9M3 #WealthManagement #FinancialPlanning #EstatePlanning

If your marriage creates a blended family, 👪 having a Trust hold your children’s inheritance can help eliminate conflict between step-siblings and between your children and your new spouse. 🕊️ Even if your children are adults, leaving their inheritance in a Trust can help avoid family conflict and provide them with a lifetime of asset protection from creditors and lawsuits. 🔐 Read this week’s blog to learn more.