Update Your Estate Plan: Save Millions & Protect Loved Ones [Video]

Are you concerned about safeguarding your family’s future and assets? “Update Your Estate Plan: Save Millions & Protect Loved Ones” dives deep into the crucial steps of special needs planning and keeping your estate plan current. Gilfix Law unravels the complexities of estate planning, addressing the pivotal need for regular updates to accommodate life changes, legislative shifts, and tax laws, ensuring your loved ones are protected. This video explores various trust structures, including the AB trust, and the impact of recent legal changes on maximizing estate tax avoidance. It emphasizes the high stakes involved in special needs planning, highlighting the dangers of generic, off-the-shelf trusts and the potential pitfalls of AI-generated legal documents.

With expert insights from Gilfix Law, you’ll learn why an estate plan is a living, breathing document that requires careful, periodic review. The discussion extends to the importance of being informed about legislative updates that may affect supplemental security income (SSI) and the necessity of aligning your estate plan with your family’s unique needs.

CHAPTERS:
0:00 – Special Needs Planning Update Importance
0:29 – Living Trust Mistakes Cost
2:41 – Benefits of a Living Trust
3:26 – AI Influence on Legal Documents

This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.

To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com