Citizens Alliance Bank’s Post

What could you do with an inheritance in your 40s and 50s? A fantastic article for anyone expecting an inheritance (or any lump sum for that matter!) Some great tips for those interested in: 1. Growing your wealth 2. Becoming more financially secure 3. Developing a healthier relationship with money 💰 #inheritance #financialadvice #financialplanning

Each year, September 30 marks the National Day for Truth and Reconciliation. Today, we honour and remember the children who never returned home and survivors of residential schools, as well as their families and communities. #NDTR #truth #reconciliation #truthandreconciliation

✅ The Kings Speech: ✅ Missions, Stability, Growth underpinned by 40 bills. Lots of process type things they hope will unlock growth. ✅ Planning, infrastructure, employment rights and devolution are central. ✅ Back to public ownership for transport, more regulation for employment rights, and Audit and Corporate Governance reform noteworthy. ✅ Clean energy and water, sovereign wealth and reforming pension schemes all in tune with the growth theme. ✅ Immigration, border security and safer streets look a bit more aspirational than substantive. Quite a bit about further protections for vulnerabe goups. ✅ Reform of property and renters rights have good aims but may buffer up against the law of unintended consequences. ✅ Want to dig deeper? Its all here: https://lnkd.in/eQJ4_tVT #mourant #kings_speech

Accepting an inheritance is a free and voluntary act that is also affected by personal circumstances. If you were informed that you have an inheritance coming your way, you will have to decide whether to receive or reject it. Here are some factors that may impact your decision: -Outstanding debt. -Oversized items. -Logistics. -Tax consequences. -Personal considerations. Whichever path you choose—acceptance or refusal—be prepared to file documents stating your intentions. Need help? Schedule a free 15-minute consultation >> https://lnkd.in/eExjDXFM #bydesignnotbydefault #hartmannlawllc #njestateplanningattorney #estateplan #wills #trusts #powerofattorney #healthcaredirective #guardians #assetprotection #legacy #familylegacy #njmom #njdad #protectyourfamily

Anyone planning to divide their estate fairly among their heirs has to answer the million-dollar question: who gets what? Estate equalisation is a tool that can enable a fair distribution of your assets and prevent family disputes over inheritance. Connect with me and let’s together find solutions for the distribution of your wealth. #EstatePlanning #InheritanceEqualisation #FairDistribution #FamilyDisputes #AssetManagement #WealthManagement #EstateEqualisationStrategies

Our latest webinar ‘The Art of Avoiding Inheritance Tax’ saw over 3,000 people register! That’s more people than the famous London Coliseum can hold. If you missed it, you can watch back our expert speakers Steffan and Harry to find out how you can keep more of your wealth for your loved ones. Watch it back here: https://lnkd.in/eZRMBe8S #inheritancetax #taxavoidance #financialplanning

Prioritize Needs and Goals: Communicate your needs and goals regarding property division. Consider factors such as future financial stability, housing arrangements, and children's well-being when negotiating the division of assets. #CollaborativeDivorce #ChildCustody #Modification #PrenuptialAgreement #ChildSupport #PropertyDivision #AlimonyAgreements #MediationServices #CurtCowanLaw

Estate planning can seem complex, but it doesn't have to be overwhelming. In our latest post, we explore Henson trusts at a high level. Henson trusts are a type of trust that can be set up in a Will. They are designed to safeguard the financial interests of individuals with disabilities. Full text here: https://lnkd.in/gdrSDjs6