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WHERE’S THE KEY TO THE SAFE? HOW TO AVOID PROBATE PITFALLS AND MAXIMIZE FAMILY FINANCES
CAMERON ZABKO, PAM BAKER
Idioma: Inglés
Formatos: Pdf, ePub, MOBI, FB2
ISBN: 9798991857017
Editorial: Lasting Legacy Consulting
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Overview
When theyre gone, will you know what to do? A guide to avoid probate pitfalls and protect your family.The death of a loved one is devastating—but the financial aftermath shouldnt make it worse. Yet too many families find themselves overwhelmed by probate, missing paperwork, and financial confusion when a loved one passes. If youre financially tied to someone—a spouse, parent, child, or business partner—are you truly ready for what happens when theyre gone?Financial advisor Cameron Zabko, CFP®, and Widows Who Wine™ founder Pam Baker know firsthand how overwhelming finances can be after a loss. Despite having a well-planned estate, Pam still faced countless unexpected challenges when her husband passed. Cameron, as a financial expert, saw firsthand the gaps in conventional planning. Now they bring their dual perspectives to simplify estate planning, bridging the emotional and financial realities so you can confidently prepare what to do before and after losing someone youre financially connected to.Blending real-life storytelling and expert financial guidance, Wheres the Key to the Safe? helps you: Understand estate planning beyond wills and trusts, including taxes, spousal benefits, and business succession. Avoid financial nightmares like the widows tax, probate pitfalls, and lost assets with simple, proactive strategies. Build a financial safety net by choosing the right advisors, attorneys, and CPAs. Manage must-know details like online accounts, insurance, health care directives, and passwords. Ease the financial burden and stress on loved ones and proactively protect assets with clear-cut, easy-to-follow steps. More than an estate planning book, Wheres the Key to the Safe? is an empathetic, action-driven guide to financial peace of mind. Packed with checklists, real-world examples, and step-by-step strategies, this book is the support you need to prepare for death before a crisis forces you to.Dont leave your loved ones guessing. Read Wheres the Key to the Safe? and protect your familys future today.