THE HAPPY LAWYER TIMESApril, 2021 |
Spring is in the air! The flowers are blooming and the weather is warming. Lots of new things happening around here at Schweizer & Associates. Inside this issue:8 Tips to Create a Legacy Plan4 Reasons To Sell Your Home NowHappy Lawyer CornerWhat’s new at Schweizer & Associates?We are open for appointments for all of your estate planning, real estate and small business needs. We now offer virtual /zoom appointments as well as in person appointments. So give us a call – the mini loaves are calling your name.Did you know legacy planning is part of estate planning. Exactly how do you accomplish legacy planning? Well, we discovered the following 8 tips we would like to share with you to help you create your own legacy plan:Know the Value of Your Assets;Make a Will;Choose the Right ExecutorWrite a Legacy Letter to Your Loved Ones;Plan Your Funeral;Know When to Update or Review Your Estate Plan;Get Life Insurance; andGive Your Family the Gift of Time.For more information about these steps:Read MoreDon’t like North Carolina’s estate plan for you life? Then contact us for a free consultation to see how we can create a better estate plan for you!Ready to sell? Or, ready to buy? Contact us for all of your real estate closing needs. The Happy Lawyer Corner Last month, The Happy Lawyer was excited to present an estate planning presentation to 39 City of Durham employees. She enjoyed educating them about the essential tools of estate planning. She even brought her own hammer! You never know what to expect when Kristen Mackintosh, The Happy Lawyer, presents….. This month’s Happy Lawyer’s topics:Legacy PlanningWhat is Commercial Property?Do you really need a lawyer for estate planning?How to know when it’s time to downsize?Tune in each week to our Instagram, Facebook and Linkedin Pages to learn more about these topics each day. Every week, The Happy Lawyer will be posting videos, blogs and articles of interest on the weekly topic. On Fridays, she will offer some type of media for you to download: an infographic, workbook, e-book or checklist. You will not want to miss this month’s webinar:Sign up here: https://www.eventbrite.com/e/150249525375 Webinar will be held on Wednesday, April 28, 2021 at 12:00 p.m. via zoom. Replays will be available on our youtube channel and our website.We are always up to something here at Schweizer & Associates. This month, we are launching a new format for our social media content. Each week will be featuring either an estate planning or real estate topic. Each week will feature a blog, video, an relevant article and an ebook, checklist or infographic related to the topic. Don’t worry, we will still have lots of fun posts as well. Stay tuned….. Hey, did you know that we have a youtube channel: The Happy Lawyer. We would love it if you would subscribe to our channel. That way, you can stay current on all The Happy Lawyer’s videos and webinars. Check out our channel at:The Happy Lawyer ChannelDid you know Kristen Mackintosh, The Happy Lawyer, presents a webinar every month? The webinars are held on the last Wednesday of the month at noon. Did you miss last month’s webinar? No worries.Click here to viewThe Happy Lawyer’s April Webinar will be on protecting the elderly against scams. Kristen will teach you how to prevent such scams, how to spot a scam and how to deal with a scam. The webinar will be held via zoom on April 28, 2021 at 12:00 p.m.Register Now |