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If you chose letter D, let us know in the comments! Estate tax planning covers all of this and more. 💯 Let us help you plan for the future - contact us today! 📞 (918) 322-9400 🌐 www.waystonelaw.com 📧 [email protected] 📍 7033 E. 40th St. Tulsa, OK 74145 . . . #EstatePlanningTulsa #EstatePlanLawyerTulsa #TulsaLawyer #EstatePlanningAttorney #WealthManagement #InvestingTulsa #LawyerTulsa #FinancialFuture #FinancialPlanning #PlanYourFuture

Running a (family) company and getting ready for succession? Succession planning involving real estate and shares through usufruct, is a smart way of estate planning. Usufruct allows you to transfer property ownership while still retaining the right to use the asset (and cash the monetary benefits). It's also a great tool to maintain (some) control over the management and the asset itself. This method comes with certain tax advantages such as reduced Inheritance tax, gift tax savings and deferred tax payments. Looking for professional advice to optimize tax benefits and secure your family's financial future? Do not hesitate to contact our estate planning expert, Dries Van Duffel . #gifttax #gift #finances #taxtips #legal #VGALaw #BusinessLaw #estateplanning #usufruct #companysuccession

Are you prepared to ensure your money lasts as long as you do? Are you aware of the implications for your family if you were to pass away unexpectedly? These are just a few of the questions we'll answer on Thursday, October 24 from 7-8pm, with Society of Trust and Estate Practitioners (TEP) expert Daniel Collison, BA, CFP, TEP, as we navigate the nuances of estate planning. Join us for "Protecting Your Estate: Keeping it Safe from Creditors, Taxation & your Family". https://ow.ly/SHfI50TOFvY #IGWealthManagement #FinancialPlanning #EstatePlanning

2025, we are coming for you! The team came together last week to pour over the Budget and what that really means for our clients. Inheritance tax concerns, business owner pressure and supporting the next generation. It’s the things you worry about in the middle of the night, and how we can help that stress go away. #financialfreedom #financialplanning #worryfree #supported #topsham #exeterbusiness

Navigating the complexities of estate planning can be daunting, especially when it comes to trusts. Did you know that a bypass or AB trust can significantly reduce estate taxes for beneficiaries after one spouse passes away? This smart strategy not only provides financial relief but also eases the trust dilemma many couples face. Discover more about how to implement this effective planning tool and avoid a potential tax bomb for your loved ones. Learn more here: https://okt.to/MTkU5H

Let’s break it down, what exactly is Estate Planning? At its essence, estate planning is about leaving what you want, to who you want, when you want, and how you want, while keeping the wrong people out and reducing the impact of taxes, creditors, and predators on your beneficiaries. Estate planning is also about preserving your assets and designating the persons you want to manage your affairs at two different stages – in the event you become incapacitated, and when you pass away. Ready to get started in your estate plan? Contact us today: https://buff.ly/48CWqT7 #estateplanning #estateplanningattorney #estateplan

📜 Protect your legacy with estate and trust planning from TaxMaster, Inc. Ensure your wishes are honored and minimize tax liabilities. https://lnkd.in/eBtVfTVh #EstatePlanning #Legacy #TaxHelp #Finance #Family

Real estate taxes play a crucial role in homeownership and property investment. Stay informed about calculations, deductions, and exemptions to optimize your financial planning and ensure compliance. 💰🏠 #RealEstateTax #PropertyInvestment #abundanttaxbusinesssolutions

🏠 Thinking of selling your family home? Discover how to make the most of your proceeds and minimise inheritance tax! 📊💡 Our latest blog dives into investing home sale proceeds and leveraging the IHT gifts from income exemption. Ensure you’re making smart financial decisions to benefit your family. Don't miss out on expert advice from Jon Davies Accountants! #InheritanceTax #FinancialPlanning #SmallBusinessUK #TaxAdvice #JonDaviesAccountants #EstatePlanning https://lnkd.in/e36EYVrC

📜 Protect your legacy with estate and trust planning from TaxMaster, Inc. Ensure your wishes are honored and minimize tax liabilities. https://lnkd.in/ed6X_gxf #EstatePlanning #Legacy #TaxHelp #Finance #Family