Becki Campolito - Campolito Law, LLC, 555 Sun Valley Drive, Ste N4, Roswell, GA (2026)

03/20/2024

Important changes are on the horizon regarding the federal estate tax exemption. The current generous exemption, allowing you to leave up to $10 million to loved ones without incurring taxes, is scheduled to decrease significantly at the end of 2025.

Here's what you need to know:
💜 History of the Exemption: The estate tax exemption has fluctuated over time. Currently, it's at a historically high level, but could be cut in half come 2026.
💜 Potential Sunset: The Tax Cuts and Jobs Act (TCJA) of 2017 provided this high exemption, but it may revert back to a lower amount unless Congress intervenes.
💜 Arguments for and against: There are valid reasons both for keeping the current high exemption and for reducing it.

What to Do Now:
While the future of the exemption is uncertain, taking proactive steps can help you navigate either scenario. We recommend you:

💜 Review your estate plan: Let's reassess your current plan, investments, and assets to ensure they align with potential changes.
💜 Work with your advisors: Collaborate with your other trusted advisors for a comprehensive approach.

We're Here to Help:
Regardless of the changes, our goal is to protect your wealth and ensure your legacy is secure. We can help you understand and prepare for the potential impact on your estate.

Please contact us if you have any questions or would like to schedule a consultation.

📧 [email protected]
📞 770-212-2181
🌐 www.gklawgroup.com

03/15/2024

🤝 Building Your Estate Planning Dream Team 🤝

Your privacy and personalized needs are our absolute priority. Sometimes, the BEST plan requires collaboration with other professionals. Here's what you need to know:

💜 Confidentiality: Attorney-client privilege protects your information, even when other experts are involved.

💜 Informed Consent: We'll always explain why collaboration helps, and get your permission before sharing any details.

💜 Third-Party Waivers: In certain cases, these forms let us share essential info with relevant parties (think accountants, financial advisors).

💜 Legal + Ethical Standards: These collaborations are always done with the highest standards, putting your goals first.

💜 Your Choice: You can involve trusted advisors/family members too. We'll work seamlessly with them, always respecting your privacy.

Estate planning can be complex. Our goal is to make it clear, secure, and tailored to YOU. Questions? We're always here to help!

📧 [email protected]
📞 770-212-2181
🌐 www.gklawgroup.com

03/06/2024

Allow me to reintroduce myself: Becki Campolito, an attorney dedicated to compassionate legal support. I understand the importance of family and faith, guiding you through estate planning, elder care, and protecting those you love.

📧 [email protected]
📞 770-212-2181
🌐 www.gklawgroup.com

02/28/2024

Are you a high-net-worth individual or family concerned about the future of your estate? If so, the potential reduction of the estate tax exemption should be on your radar.

Right now, the exemption is generously high, but it's scheduled to be cut in half as of 2026. This could mean significant tax burdens for your heirs.

💜 Don't wait to act! Proactive estate planning can help you:
💜 Protect assets like your family business, investments, and real estate.
💜 Utilize lifetime gifting strategies to reduce your taxable estate size.
💜 Explore life insurance trusts to provide for loved ones and minimize taxes.
💜 Consider advanced techniques like AB trusts (for very high-wealth families) to optimize tax savings.

Don't let estate taxes diminish the legacy you've worked so hard to build. Contact us today to develop a personalized plan.

📧 [email protected]
📞 770-212-2181
🌐 www.gklawgroup.com

02/15/2024

💌 Love Is in the Air: Have You Protected Your Loved Ones? 💖

This Valentine's Day, let's shift our focus from traditional gifts to something more meaningful: safeguarding our loved ones' futures. This year, consider the ultimate act of love by ensuring your estate plan is in place.

🌟 The New Year Has Begun 🌟
Start the year right by prioritizing your family's security. An estate plan acts as a guiding light, providing clarity and peace of mind for you and your loved ones.

🔒 Protecting Relationships 🔒
From life partners to in-laws, ensure your wishes are known and respected. A comprehensive estate plan is crucial for unmarried partners, spouses, new children or grandchildren, and even in-law relationships.

💼 Protecting Your Family During Your Job Changes 💼
Life is full of changes, and so should be your estate plan. Update beneficiary designations with every job change to avoid unintended consequences and ensure your loved ones are cared for.

📅 Regular Reviews Are Essential 📅
Estate planning isn't a one-time task; it evolves with life's twists and turns. Regular reviews ensure your plan stays up-to-date with changing circumstances, providing continued protection for your family.

💝 Show Your Love Beyond Valentine's Day 💝
This February, take the time to create or revisit your estate plan. It's a gift of love that lasts a lifetime and beyond. If you need guidance or have questions, I’m here to help. Give me a call today!

📧 Email: [email protected]
📞 Call: 770-212-2181
🌐 Website: www.gklawgroup.com

Address

555 Sun Valley Drive, Ste N4
Roswell, GA
30076

Website

https://www.campolitolaw.com/

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