Lindsay Wheeler’s Post

As summer starts to wind down and we look forward to all things fall, it’s the perfect time to give your estate plan a little TLC. 🛠️ I just posted a new blog, "End-of-Summer Checklist: Tidy Up Your Estate Plan Before Fall," and it’s all about making sure your estate plan is in tip-top shape before the busy season kicks in. Think of it as a quick tune-up to help you head into autumn with confidence. From reviewing your will to updating beneficiary designations, I’ve got a simple checklist ready for you. Read the blog at https://lnkd.in/gbSGaxWU #onlineestateplanning #trustlawyersnearme #estateplanningattorney #willlawyersnearme #estateplanningnearme #nevadawillattorney #nevadatrustattorney #Nevadaseniors #estateplan

A new episode of Legacy Sips and Tips with Lindsay is live! In this episode, I dive into some super practical travel tips and why it’s important to have your estate plan in place before you hit the road. Whether you’re planning your next big adventure or just want to be prepared, this one’s for you! Grab your favorite beverage, and enjoy the episode! 🍹 Listen to episodes of Legacy Sips and Tips with Lindsay now on Apple Podcasts, Spotify, or wherever you usually listen to your favorite podcasts. #EstatePlanning #YourEstatePlan #Trusts #Wills #PowerOfAttorney #Death #Dying #Assets #Wealth #Entrepreneur #Planning #Preparing #Estate #Attorney #whenyouthinkofdeaththinkofme #wine #champagne #entrepreneur #entrepreneurship #travel #snowboard

if you’ve recently gone through a divorce or are in the process of one. You’ve likely already handled a lot of the practical aspects of separating, but have you thought about how your estate plan fits into your new life? Our latest blog, The Impact of Divorce on Estate Planning, dives into the key changes you should consider making to ensure your assets are distributed according to your new wishes. From updating your will to changing beneficiaries, we cover everything you need to know to get your estate plan back on track. Read the blog at https://lnkd.in/gbSGaxWU #onlineestateplanning #trustlawyersnearme #estateplanningattorney #willlawyersnearme #estateplanningnearme #nevadawillattorney #nevadatrustattorney #Nevadaseniors #estateplan

In today's episode of the Legacy Sips and Tips with Lindsay podcast, we're diving into the importance of having a digital vault in this digital age. A digital vault is a secure online space where you can store all your important documents and your estate plan, ensuring they are safe and accessible when needed. Not only does it provide peace of mind, but it also allows you to control who has access to these critical files, making the estate planning process smoother for everyone involved. Imagine knowing that your loved ones can easily find everything they need, without the stress of sifting through physical papers. It's like having a safety deposit box on steroids! Join us as we explore how a digital vault can be a game-changer for your legacy. Listen to episodes of Legacy Sips and Tips with Lindsay now on Apple Podcasts, Spotify, or wherever you usually listen to your favorite podcasts. #EstatePlanning #YourEstatePlan #Trusts #Wills #PowerOfAttorney #Death #Dying #Assets #Wealth #Entrepreneur #Planning #Preparing #Estate #Attorney #whenyouthinkofdeaththinkofme #wine #champagne #entrepreneur #entrepreneurship #travel #snowboard

We all want to make sure that what we leave behind for our loved ones stays safe and secure, right? Unfortunately, scammers are always on the lookout, waiting to take advantage of those who may not be fully prepared. 😞 That's why I wrote a new blog post about how a solid estate plan can help protect your heirs from falling victim to these schemes. It's full of practical advice on how you can ensure your hard-earned assets go exactly where you want them to—without any unwanted interference. Check out the blog to give yourself some peace of mind knowing you've taken the right steps to safeguard your legacy. 🌟💪 https://lnkd.in/gbSGaxWU #onlineestateplanning #trustlawyersnearme #estateplanningattorney #willlawyersnearme #estateplanningnearme #nevadawillattorney #nevadatrustattorney #Nevadaseniors #estateplan

In a nutshell, the homestead exemption is a legal safety net that protects your primary residence from being seized to pay off certain debts. It also helps reduce the taxable value of your property, which can mean lower property taxes for you. Sounds good, right? Here’s the thing: the homestead exemption isn’t the same everywhere. Some states offer automatic protection, while others require you to file a claim. And, if you move out of your home, you could lose the exemption, so it’s definitely worth knowing the ins and outs. In this episode, we talk about how you can still benefit from the homestead exemption if your home is owned by a trust—as long as it’s your primary residence, you’re in the clear. Listen to episodes of Legacy Sips and Tips with Lindsay now on Apple Podcasts, Spotify, or wherever you usually listen to your favorite podcasts. Just head over to https://lnkd.in/d3BXuwQG to learn more and start listening! Follow me on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay For more resources and to get Your Estate Plan in place, visit https://lnkd.in/erCkYYMb #EstatePlanning #YourEstatePlan #Trusts #Wills #PowerOfAttorney #Death #Dying #Assets #Wealth #Entrepreneur #Planning #Preparing #Estate #Attorney #whenyouthinkofdeaththinkofme #wine #champagne #entrepreneur #entrepreneurship #travel #snowboard

We’ve shared a new blog, "A Trust for Your Child’s Future: Ensuring Their Financial Security," and it’s packed with insights on how to protect your child’s financial future! In this post, you’ll learn: 1️⃣ The ins and outs of setting up a trust for your child 2️⃣ Why a trust might be the best way to manage and safeguard their inheritance 3️⃣ Step-by-step guidance to help you get started If you’re serious about securing your child’s future, this is a blog you won’t want to miss! Read it now at https://lnkd.in/gbSGaxWU #onlineestateplanning #trustlawyersnearme #estateplanningattorney #willlawyersnearme #estateplanningnearme #nevadawillattorney #nevadatrustattorney #Nevadaseniors #estateplan

With the back-to-school season in full swing, we know you're busy juggling school supplies, schedules, and activities! But amidst all the excitement, there's one crucial task you shouldn't overlook: securing your family's future with the right legal documents. To make this easier for you, we've just published a new blog post: "Legal Documents Every Parent Should Have" which includes important information AND a downloadable checklist! Head to the blog to learn more: https://lnkd.in/gbSGaxWU #onlineestateplanning #trustlawyersnearme #estateplanningattorney #willlawyersnearme #estateplanningnearme #nevadawillattorney #nevadatrustattorney #Nevadaseniors #estateplan

In today's episode of the Legacy Sips and Tips podcast, join me and Chance Claxton as we explore the vital topic of setting up life insurance for you and your family. Chance brings a unique perspective, sharing his life story, from the tragic loss of his parents as a teenager to his choice of military service over homelessness at 18. This conversation shines a light on the importance of estate planning and life insurance in ensuring financial security and protecting your legacy for yourself and your children. 🎙️ Tune in now on Apple Podcasts, Spotify, or wherever you usually enjoy your favorite podcasts. Don't miss this heartfelt and crucial discussion! #onlineestateplanning #trustlawyersnearme #estateplanningattorney #willlawyersnearme #estateplanningnearme #nevadawillattorney #nevadatrustattorney #Nevadaseniors #estateplan

Ever wondered how estate planning can safeguard your future, no matter your age? Whether you’re starting out in your 30s or planning for retirement in your 50s, our latest blog has valuable insights tailored just for you! 🏡💼👨👩👧👦 We’ve just published a guide that walks you through every stage of estate planning. It’s packed with practical tips to help you get started and adjust your strategies along the way. Read the blog now at https://lnkd.in/gbSGaxWU #onlineestateplanning #trustlawyersnearme #estateplanningattorney #willlawyersnearme #estateplanningnearme #nevadawillattorney #nevadatrustattorney #Nevadaseniors #estateplan