Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estate plan. Peter Keller, CFP® explains several careful consideration you should take into account regarding whether or not outright distributions make sense in your estate plan. Download your free copy of the Estate Plan Organizer here: http://bit.ly/2ie2TNR If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, [More]
A well-structured estate plan can turn a legacy from a nice thought into a powerful reality. Get Prepared. http://manulife.ca/prepare
In this episode of Now You Know The Law, Attorney Yanique L. Otto discusses how assets are divided through the Florida probate process, when someone passes away.
In this video, you’ll learn exactly why you should have an estate plan, what goes into it, and how to make one! We also cover wills, trusts, healthcare proxy, and power of attorney. Legal solutions recommendations: https://www.moneycoach.io/recommendations/legal Next video: https://www.moneycoach.io/videos/relationships/4 More of a text based learner? See the transcript and citations here: http://bit.ly/2eQCLVG Please leave us any feedback here: https://goo.gl/REmdfD
Peter Watson Investments presents Sharon Davis LLB at their first Lunch, Learn & Enjoy event. Sharon’s experience serves needs in estate planning, estate litigation, commercial and residential real estate matters, business law and related areas of practice. In this presentation Sharon shares insights on: What happens if you don’t have a will?; Changes to your Will; Wills Gone Wrong; Executors, Estate Trustees; Succession Considerations for Business Owners; and more. http://www.sobledavis.ca/ http://www.peterwatsoninvestments.com/ info@peterwatsoninvestments.com 905.842.2100 #5 IMPORTANT! This document/video is intended for informational and educational purposes only and does not constitute legal advice. You should consult a lawyer to obtain a professional [More]
Trust fraud can be an executor not telling heirs about their rights or hiding information, but other trust fraud, like misusing money, is possible. Learn about trust fraud from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media
Watch this short informative video where Levi Hatch of Nielsen Law Group discusses whether you need a trust or a will. Schedule your free estate planning consultation today. Call (480) 888-7111. Check out our website for more information at www.nielsenlawgroup.net. Nielsen Law Group has offices in Chandler, AZ and Redlands, CA. Facebook: https://www.facebook.com/pages/NielsenLawGroup Twitter: https://twitter.com/NielsenLawGroup Blog: http://www.nlgblog.com NOTE: The information provided in this video shall not constitute legal advice. Information is provided solely for educational purposes.
Most probate attorneys get into the probate business as they age and have friends who need probate attorneys. Find out what it takes to be a probate attorney from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media
Michael Wild, Managing Partner of Wild Felice & Partners speaks about estate planning.
Ms. Stone is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She counsels families on wealth transfer and business succession strategies as part of their estate plans.
Wills and Estate Planning by Mr. Norbert Schweizer of Schweizer Kobras, Lawyers Norbert Schweizer is a Public Notary and an Accredited Specialist in Business Law. He heads his firm’s Wills and Estates practice involving estate planning, will drafting, applications for grants of probate and administration of wills and estates, assisting legal personal representatives with the management and winding up of estates and making and defending family provision claims. Norbert was invited to tell us ‘what we need to know’ about wills, estates and estate planning. This includes Executors, Trustees, Bequests, Testamentary Trusts, Claims by ‘eligible persons’ and other estate planning [More]
A major goal of estate planning is to avoid probate, when a court must remove one name from a legal deed and add another. Find out what probate is from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media
Learn the basics about trusts and how they are used in estate planning. What is a trust? What type of trust do you need? Watch and learn here. NOTE: NOT LEGAL ADVICE! For informational purposes only. Contact our office at (248)278-1511 if you would like legal advice specific to your situation.
Estate Planning Awareness Week. Live from Detroit, MI
Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes she comes across as an estate planning attorney. Important Points (00:55) Mistake #1: Dying Intestate (01:38) Mistake #2: Having an “I Love You” Will (02:20) Mistake #3: Owning Real Property Jointly (04:07) Mistake #4: Giving Property Outright to Heirs (15:45) Mistake #4: Other Options (17:55) Mistake #5: Not Having the Right Trust (18:50) Mistake #6: Not Funding the Trust Properly (19:54) Mistake #7: Not Updating Your Estate Plan (21:00) Mistake #8: Doing It Yourself (21:40) Mistake #9: Believing a Trust Alone is Enough [More]
Want to legally reduce your tax bill? Tilney’s Head of Estate Planning Ian Dyall tells us how – and warns investors to make sure they balance their needs. Morningstar Guest: Ian Dyall, Head of Estate Planning, Tilney http://www.morningstar.co.uk -~-~~-~~~-~~-~- “ISA Investing: Top Tips for Last Minute Savers” https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-
In this Estate Planning 101 tutorial, Rocket Lawyer and featured attorney, Amanda Gordon, Esq., demonstrate how to write your will and how to create your estate plan in an easy, affordable way. Estate Planning 101: How to Write a Will 1. Figure out what you own and owe 2. Develop an estate planning checklist 3. Assign a beneficiary 4. Gather the appropriate estate planning documents 5. Meet with an Estate Planning attorney Documents you need to complete an Esate Plan include: 1. Legal Will 2. Advance Health Care Directive 3. Durable Power of Attorney form 4. Beneficiary Letter If you [More]
Unsure of how to get started with estate planning? You’re not alone. This 3-minute video featuring Mark Gilfix, elderlaw attorney with Gilfix & La Poll Associates LLP, will go over the three main estate planning documents you need and what they do.
A living will, or advance directive, gives a named person the ability to ‘pull the plug’ in some medical instances. Learn the purpose of a living will from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media
Estate Guru is an intelligent system that guides you through every important step of your estate plan at an affordable price. We help individuals all over the country get all their important legal documents in place while also providing professional expertise and online convenience. For more information, check out this explainer video.
What if you could create your own personal bank, without putting up the required reserves and the government regulations. What would it look like? What features would it have? For me I would want: • Tax-Free accumulation on my earnings. • Tax-Free income when needed. • It to be self-fulfilling, meaning that should I not be in the picture it would still produce immediate and perpetual Tax-Free cash for my family. • It to be funded should I become disabled. • It to earn interest without the worry of uncontrollable market risks. Steady, consistent, year after year “upside only” accumulation, [More]
Part 2 of this 15 part presentation on basic estate planning covers a common mistake involving life insurance beneficiary designations, trusts, the estate tax exemptions and rates, and what property is includible in the gross estate for estate tax purposes.
What is an estate plan? Simply put, it’s a map of how you want your personal and financial affairs to be handled in case of incapacity or death, and the subsequent implementation of the strategies that will fulfill those objectives. Who needs an estate plan? Chances are, you do. You may think that estate planning is just for the wealthy, but it’s not. In fact, an estate plan may actually be more important if you have a smaller estate, because your final expenses will have a much greater impact on your estate and there’s a much greater possibility that your [More]
This lesson is based off of Chapter 30 of the text for Finance 418. Professor Bryan Sudweeks of Brigham Young University teaches this lesson. Guest Speaker: Blake Johnson, Estate Planning Lawyer. All lesson materials are available online at: http://personalfinance.byu.edu/content/30-estate-planning-basics Objectives of this lesson: A. Understand the Principles of Estate-Planning B. Understand the Importance of Estate Planning and the Goals of Estate Planning C. Understand the Estate-Planning Process D. Know How Trusts Can Be Used to Your Advantage in Estate Planning E. Understand the Importance of Wills and Probate Planning
This Part 1 covers Will basics and what assets a Will controls. This Basic Estate Planning screencast has 15 parts that cover Wills, probate, revocable trusts, powers of attorney, Will substitutes and probate avoidance, estate taxes, the disposition of retirement accounts such as IRAs, and related topics.
Don’t Leave Your Executors Stranded on a Desert Island! Presented by Erin Rankin Nash and Steve Shillington
http://www.birdi.ca Are you a Non-Resident owning Real Estate in Canada? Then watch this video to learn about the requirements in Canada as non-resident. Minimize your withholding taxes and save! Birdi Chartered Professional Accountant www.birdi.ca Follow us on Twitter: https://twitter.com/birdicpa Add us to Google Plus: https://plus.google.com/+BirdiCharteredProfessionalAccountantBrampton Read our blogs at: http://www.birdi.ca/blog Ask a Question on our forum: http://www.birdi.ca/forum View our tax preparation services: http://www.birdi.ca/services Disclaimer The information provided on this video is intended to provide general information. You should consult with a tax professional to full determine the scope of your situation, Gurrai Birdi and Birdi Chartered Professional Accountant shall not [More]
Leo Laporte, Andy Ihnatko, Rene Ritchie, and Alex Lindsay talk about the need to make a plan for your digital accounts in case of emergency or demise.
In this segment, our speakers explore the area of trust and estate planning. This area includes drafting wills, trusts, and other estate planning documents, administration of wills and trusts, as well as trust and estate litigation. They’ll provide invaluable insight into what skills you’ll need to break into this area, what drew them to it, the pros and cons, and what a typical day in their practice entails. Speakers: Jonathan P. (JP) Lee, Shareholder, Sojourner, Caughman & Thomas, Columbia, SC Chasity S. Grice, Peppel, Gomes & MacIntosh, P.C., Memphis, TN Moderator: Liz Stone, Managing Director, The Dubin Group, San Francisco, [More]