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We’ve launched several new tools at the firm over the past few months and I wanted to make sure to get the word out to blog readers, starting with the Kids Protection Planning Guide.
This FREE guide reveals the Nine Insider Secrets to Guarantee Your Kids’ Future Is Never Left in the Hands of a Judge Who Doesn’t Know Who You Are or What’s Important to YOU!
Many of the parents I advise are shocked to discover that in nine out of ten cases, children are not REALLY protected if something happens to their parents—EVEN IF the parents have a will or have previously planned their estate with a lawyer.
That’s why I’ve put together an urgent and important Kids Protection Planning Guide that every parent with minor children must read!
In this FREE Kids Protection Planning Guide, I reveal:
• The 9 simple steps you can take immediately to ensure the safety and care of your children… and why the police might have to take your kids out of your house if you were in a serious accident while you were out, if you don’t plan the right way.
• A 3-step process for choosing the right person to raise your kids… and the 6 common mistakes parents make when choosing guardians for their children.
• How you can make sure everything you leave your kids stays in your family forever… and isn’t lost to divorce, lawsuits, or estate taxes, ever!
• Why these 9 simple steps aren’t something you can just ‘set and forget’ without updating… and the rock bottom, bare minimum review you need to do to ensure the safety and security of your kids.
• How failing to plan could cost your family hundreds of thousands of dollars unnecessarily. (Hint: Did you know that estate taxes and probate taxes can be totally voluntary?)
To get your FREE Kids Protection Planning Guide rushed to you by first class mail, fill out form below!
(Hurry! Guides available while supplies last.)
The Truth About Estate Planning
Presented January 26, 2010 and February 23, 2010 from 1 p.m. to 4 p.m.
Hope Community Church
821 Buck Jones Road
Raleigh, NC 27606
(Click here for map)
Reservations Required
(Limited Seating!)
Go to: www.TAEPworkshop.com or call 919.443.3035 to reserve your seat.
Join attorney Jackie Bedard at a FREE workshop to learn:
- How to transfer your financial wealth and “life wisdom” to future generations?
- What to consider before meeting and selecting an estate planning attorney?
- Why most living trusts do not work and how to assure your trust meets your goals?
- How to leave assets to your loved ones protected against divorces and creditors?
- How legal fees are determined and strategies to reduce your overall costs by 50%?
- Probate—what is it, why does everyone want to avoid it?
- What is the real cost of Probate?
- Why are many Powers of Attorney not accepted by financial institutions?
- What is Trust Funding and why is it essential to the success of my living trust?
- Why should I have professional counseling on how to fund my living trust?
- The Estate Planning Process—who do you meet with and how to prepare?
- What is the impact of changing estate tax laws?
- Counseling vs. Word Processing—what are you really paying for?
- How to make life easier on your loved ones in troubling times?
- Do your children know what to do at the right time?
- How to store legal documents so they are accessible when needed?
- How often should I update my estate plan?
- What is the real cost of an outdated estate plan?
Go to: www.TAEPworkshop.com or call 919.443.3035 to reserve your seat.
In light of the turmoil in the banking industry over the past year, we’ve received questions about how much FDIC insurance coverage is available for accounts held in the name of a living trust.
In late 2008, the FDIC coverage was increased to $250,000 per depositor unless you own your account in the name of your living trust. Accounts held in the name of a living trust receive an additional coverage of $250,000 per beneficiary of the trust. Thus, if husband and wife, Bill and Mary, own a bank account in the name of Bill’s living trust which lists both Mary and their two children as beneficiaries upon Bill’s death, then Bill’s trust would be entitled to $750,000 of FDIC coverage (i.e., 3 beneficiaries times $250,000). This extension of coverage is capped, not to exceed $1,125,000. One should also note that the beneficiary must be qualified as an ‘eligible beneficiary.’ To be eligible, a beneficiary must be a person, charity or another non-profit organization (as recognized by the Internal Revenue Service).
The increase in FDIC insurance coverage has been extended through December 31, 2013. Unless further legislation takes place, on January 1, 2014 the amount of FDIC insurance coverage will return to the original amount of $100,000.
