Barclay Damon LLP’s Post

Everything you wanted to know about estate planning.

Saltburn spoiler alert : How could the Catton family have protected the Saltburn estate and could Oliver's inheritance still be contested? Read our latest blog here: https://ow.ly/aN6p50QNp0e #PrivateClient #PrivateWealth #Saltburn #EstatePlanning #Trusts #LPA

Check out what Lowenstein Sandler LLP Trusts & Estates Chair Warren Racusin shared with Fortune about Rupert Murdoch’s push to amend his irrevocable trust—it's a fascinating look at how evolving laws are making it easier to modify these trusts when beneficiaries are on board. #trustsandestates #estateplanning #estatelaw #familylaw #murdoch

Saltburn spoiler alert : How could the Catton family have protected the Saltburn estate and could Oliver's inheritance still be contested? Read our latest blog here: https://ow.ly/8gmi50QQZwf #PrivateClient #PrivateWealth #Saltburn #EstatePlanning #Trusts #LPA

If you have a revocable living trust, make sure all new assets you acquire are included in it or tied to it in some way. This ensures your estate plan remains effective. 🌟 Think of your trust as a big empty box. 📦 Anything inside the box avoids probate—this is called trust funding. 💰 🏡 ➡️ 📜 But anything left out could be an expensive and time-consuming mistake. 💸 🚫 While not every new asset should be included in your trust for tax reasons, each asset should be tied to your trust in some way, depending on the type of asset. If you need help establishing a trust or determining what assets should go in or be tied to it, we can help. Schedule an initial consultation with us today, and let's make sure your box isn't empty and works as intended when your family needs it most. 🤝 Dedicated to preserving generational wealth. 💰 Barreau Legal, PLLC* 1860 SW Fountainview Blvd, Suite 100 Port St. Lucie, FL 34986 877-258-0929 [email protected] blegalfl.com *With locations in Port St. Lucie, FL; Stuart, FL; West Palm Beach, FL; St. Paul, MN; and Washington, DC #BarreauLegal #generationalwealth #estateplanningattorney #floridaestateplanning #legacyplanning #floridaprobateattorney #floridaprobate #personalrepresentative #executor #dcestateplanning #dcattorney #minnesotaattorney #EstatePlanning #LivingTrust #TrustFunding

Saltburn spoiler alert : How could the Catton family have protected the Saltburn estate and could Oliver's inheritance still be contested? Read our latest blog here: https://ow.ly/7kF350QLsvf #PrivateClient #PrivateWealth #Saltburn #EstatePlanning #Trusts #LPA

West Palm Beach Private Client Partner Tasha Dickinson and Florida Offices Managing Partner Manuel A. Garcia-Linares were featured in Alexander Lugo's Daily Business Review article, "In Bid to Meet Surging Trusts and Estates Demand, Florida-Based Law Firms Top Outsiders." The article discusses how wealth continues to glow into Florida, prompting law firms to look at trusts and estates as a growth opportunity. Dickinson commented, "When we look at our growth as a firm, we're looking at where client demands are, and Florida is the top, if not one of the top strategic areas for our firm. Since we opened in Florida, we've about doubled, if not maybe a little more. And a lot of it's been the last couple of years." She added, "When we talk about expanding our footprint in the private client department … I think what that also means is that we're expanding our footprint by definition in other areas, because those clients who are relocating to Florida have a need for services that are beyond private client services." Garcia-Linares commented on the firm's growth in Miami and the strategic focus to also expand in West Palm Beach in the coming year. Read more: https://hubs.ly/Q02Q9zB30. #SouthFlorida #TrustsandEstates #EstatePlanning #FLLawyers

While a "living trust" is a widely discussed instrument for estate planning, it's crucial to understand that not every trust is a living trust. Below our Kansas City estate planning lawyers break down the key distinctions. https://lnkd.in/gNBKFwSz #KSestate #estateplanning #trustlawyer #willattorney

We're pleased to introduce the Barwood Legacy Account, which will give grandparents the opportunity to invest regularly with Barwood as part of wider inheritance planning. If you want to find out more, we're holding a webinar on Thursday 11th January 2024 at 4pm, hosted by Barwood's CFO, Graham Wood, who will answer any questions you might have. Sign up to the webinar here: https://lnkd.in/eyK8vpKm #propertyinvestor #propertyinvestors #inheritanceplanning #succession #inheritancetax This webinar is only suitable for those persons who would qualify as either Eligible Counterparties, Professional Investors or Retail Investors who qualify as one of the following: Elective Professional Investors, Certified High Net Worth Investors, Certified Sophisticated Investors or Self-Certified Sophisticated Investors under FCA rules. Investors should be aware that, should they decide to invest in a Barwood Capital Fund or Vehicle, their capital is at risk.

“We see real demand from all segments of the market, as I've touched on. Burford has set itself up to be a business partner to corporate clients and to law firms around the world. It's something that we're purpose built to do, and we're very excited about being able to meet your particular needs in 2024 and beyond.” Liz Bigham spoke with Chief Executive Officer Christopher Bogart about Burford's experience in the legal finance sector over the last 15 years and the future of the industry. Watch below to learn more. #legalfinance #litigationfunding #BurfordCapital