August is here and it’s HOT! Summer has finally arrived. It’s the perfect time for those indoor projects. Stay in your air conditioning and gather all your important documents and information in one place. If you missed our talks about the GO Binder and 4-1-1 Binder, reach out or go to MyGoBinder.com and we’ll get them to you.
Part of your estate planning is a Will or a Trust.
“A will is your voice after you’re gone. It tells the court who gets what, who’s in charge, and who should care for your loved ones—rather than leaving those decisions to the state.” What does a will do? 1. Distributes property 2. Names an executor to carry out your instructions in your will 3. Appoints guardians 4. Outlines specific wishes 5. Avoids intestacy, which gives you control over what happens to your estate.
“A trust is a legal arrangement that allows a third party (called a trustee) to hold and manage assets on behalf of a beneficiary or multiple beneficiaries. Trusts are often used in estate planning to avoid probate, maintain privacy, manage assets efficiently, and protect heirs.” What does a trust do? 1. Avoids probate 2. Controls asset distribution 3. Provides privacy 4. Plans for incapacity 5. Protects beneficiaries 6. Possibly reduce estate taxes.
For more information, come hear from an attorney specializing in Wills and Trusts, Travis Weaver. He is speaking at Senior Talk Argyle on Tuesday, August 19th from 10-11:30 a.m. RSVP at www.SeniorTalkDFW-Argyle.com or call/text 469-616-0561.
Have you thought about “If I couldn’t live where I am now anymore, where would I want to live?” Explore Senior Living Options with Julie Davis, a seasoned expert with over 15 years in the field. From one-story homes to maintenance-free apartments to care-based communities like assisted living, there are more choices than ever. Come learn how to evaluate options based on your medical, financial, and lifestyle needs—and get smart about what to ask when visiting communities. RSVP at www.SeniorTalkDFW.com or call/text 469-616-0561.
Edwena Potter, Certified Senior Housing Professional, Keller Williams Realty – You go love on your loved ones—let me handle the details.
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