Zarda Law

Talk to your family about Estate Planning over the holidays. Assure everyone that the conversation isn’t about prying into anyone’s finances, health, or relationships—it’s about providing for the family’s future security and wellbeing no matter what happens. Read my handy blog for more tips on how to make the conversation productive and Grinch-free! https://lnkd.in/gD-A4Zsz

🎁 🎁 By planning ahead, you can alleviate the emotional and financial burden on your family during a difficult time. It’s one way to leave a lasting legacy, not just in terms of material possessions, but also in terms of your values and intentions. Ready to start planning, or have a few questions first? Send me a DM, call 608-285-2747 or schedule online at https://lnkd.in/g4kg8YdR #GiftGiving #GiftOfLove #LegacyPlanning #EstatePlanning #ZardaLaw

When we meet for a Legacy Planning Session, we help you decide if a will or a trust is right for you. What’s a Legacy Session? 🤔 It’s a meeting where we go over your completed asset homework to determine what would happen to everything you own and love if you were to pass away today. If you don’t like what would happen, we talk about how we can change that. There’s no obligation, and you’ll leave the meeting feeling more informed and organized than you have in a long time. There’s really no downside. Send me a DM, call 608-285-2747 or schedule online at https://lnkd.in/g4kg8YdR #Wills #Trusts #Estates #EstatePlanning #AvoidProbate #ZardaLaw

𝗖𝗿𝗲𝗮𝘁𝗲 𝗮 𝘁𝗿𝘂𝘀𝘁. By creating a trust, you can establish clear instructions for how your assets should be distributed which: 👉 reducing the chance of disagreements between family members 👉 prevent misunderstandings and legal battles 👉 provides clarity and fairness for everyone involved Take control of your legacy and be remembered as someone who “took care of it” properly. I can help. Send me a DM, call 608-285-2747 or schedule your free session online at https://lnkd.in/g4kg8YdR #FridayThe13th #LegacyPlanning #LifePlanning #EstatePlanning #CreateATrust #ZardaLaw #Wisconsin

Don't let another year pass without taking care of your estate plan. Live your life knowing that you’ve relieved your family of the burden of guesswork 𝗮𝗻𝗱 𝗲𝗻𝘀𝘂𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘄𝗶𝘀𝗵𝗲𝘀 𝗮𝗿𝗲 𝗵𝗼𝗻𝗼𝗿𝗲𝗱. If that sounds like a great way to end the year, send me a DM, call 608-285-2747 or schedule online at https://lnkd.in/g4kg8YdR #estateplanning #futureproofing #legacyplanning #ZardaLaw

Create a trust 𝗮𝗻𝗱 ensure your parents have a trust. A trust will allow heirs to access assets immediately without court involvement, bypassing costly probate. If you want to avoid probate hassles, ensure your parents have a trust. Learn more about how trusts work in my comprehensive blog article: https://lnkd.in/emsmsiND

𝗖𝗿𝗲𝗮𝘁𝗲 𝗮 𝘁𝗿𝘂𝘀𝘁. Trusts can include everything from real estate and investments to personal belongings and bank accounts. Assets held in trusts enjoy a certain level of protection from creditors. This means if a beneficiary experiences financial trouble, the trust’s assets can’t be seized to pay off debts. For the benefit if your family, let’s decide if a trust is right for you. For the benefit if your family, let’s decide if a trust is right for you. Send me a DM, call 608-285-2747 or schedule your free session online at https://lnkd.in/g4kg8YdR #EstatePlanning #Trusts #Wills #Estates #ZardaLaw #WinterinWisconsin

A trust is a legal arrangement that allows you to control how your assets are distributed, both 𝗱𝘂𝗿𝗶𝗻𝗴 your lifetime and 𝗮𝗳𝘁𝗲𝗿. It’s a powerful tool for protecting 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 and ensuring your loved ones are taken care of. Learn all about trusts, including definitions about the different types of trusts by reading this month’s blog article now. Then, share what you learned in the comments below. https://lnkd.in/emsmsiND

🎁 💝 🎁 An estate plan is one of the greatest gifts you will ever give your loved ones. Not sure how to start? We’ll help make it easier - book your no obligation Legacy Session online at https://lnkd.in/g4kg8YdR or by calling 608-285-2747. What’s a Legacy Session ❔ It’s a meeting where we go over your completed asset homework to determine what would happen to everything you own and love if you were to pass away today. If you don’t like what would happen, we talk about how we can change that. There’s no obligation, and you’ll leave the meeting feeling more informed and organized than you have in a long time. Why not give your family the gift of peace of mind? Contact us today. #BlackFriday #GivingSeason #EstatePlanning #AvoidProbate #ZardaLaw #WisconsinLaw

Around the Thanksgiving table this year, I invite you to ask your mother, father, and/or another loved ones some important questions that can teach you valuable lessons about love, life, and what matters most. Here are a few questions to springboard this activity during the holidays and discover what you didn’t know about your loved ones. Part of our unique estate planning process includes “Legacy Interviews” where our clients record important answers to questions that preserve their essence for generations to come. We do this because your legacy is leaving behind more than just your money – it’s your values, insights, stories and experiences. Learn more about preserving your legacy here: https://lnkd.in/enAj78RA #zardalaw #family #thankful #knowledgeispower #estateplanningattorney #legalplannin