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]
Planning for your family’s future is one of the most important things you can do for them, but most people seldom think about estate planning and not enough actually get started on the process before they really need to. For peace of mind and for the security of your family’s future, estate planning is something all of us need to get done. In this webinar you will learn about: – the mechanics of a typical estate plan; – how the process actually works; – what you need to do and information you need to gather as you get ready to [More]
For estate planning, setting up a living trust can be a great idea. Learn how to set up a living trust 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
Life planning tools every person with a loved one needs. Find out what 5 life planning and estate planning tools are necessary to protect those you love. For more on this topic, please visit us at http://termlife2go.com/using-life-insurance-for-estate-planning/ Please visit us at TermLife2Go http://termlife2go.com for a free life insurance consultation and for free life insurance quotes. This video is focusing on: life insurance, living trust, revocable trust, living will, advanced health care directive, power of attorney, pour over will
Planning an estate is an important part of everyone’s financial future. Subscribe to WMUR on YouTube now for more: http://bit.ly/1lOjX9C Get more Manchester news: http://wmur.com Like us: http://facebook.com/wmur9 Follow us: http://twitter.com/WMUR9 Google+: https://plus.google.com/+wmur
The second part of the Zurich Blockchain Meetup where Pamela Morgan provides practical tips on estate planning with digital assets.
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Christine Romans from CNN explains how to minimize the tax bill for you and the recipients. Learn more about tax deferred assets including an IRA, 401(k), and annuities. Discover how to leave more money and a lower tax bill behind. Learn about types of annuities from Genworth: https://www.genworth.com/products/annuity.html Follow us on Facebook and LinkedIn: https://www.facebook.com/Genworth https://www.linkedin.com/company/genworth-financial_2
http://www.financiallywisewomen.com Estate planning: What exactly is it, why do we need to do it, and how do we start? Those are the top three questions that my friend, estate planning lawyer Sona Tatiyants (http://www.lynklaw.com), gets asked about her practice, and in this week’s Financially Wise Living episode she’s sharing her answers. And don’t let the words “estate planning” scare you—the most important thing to remember, Sona explains, is that it’s there to make your life easier. Best of all, estate planning, like financial planning, can help you plan for the stage of life you’re in right now. If you have [More]
FinTree website link: http://www.fintreeindia.com FB Page link :http://www.facebook.com/Fin… We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our popular trainer for CFA, Mr. Utkarsh Jain, during one of his live CFA Level III Classes in Pune (India).
http://www.carlkwan.com Marcie and Richard Johnson are a couple of fantastic lawyers in Richardson, Texas. One of their areas of specialty is estate planning and they asked me for help on a video. So, here it is!
Nicole Newman, Attorney at Law joins “Big Al” Clopine to discuss the most common mistakes she sees as an estate planning attorney. These include dying with or without a will, leaving assets to beneficiaries outright and not choosing the right estate plan for you. Important Points 0:33 “One of the big gruesome mistakes that come through my office is when someone has died and they HAD a will. It’s not only a problem when someone dies without a will; it’s also a problem when someone dies with just a will. It’s a problem because they are not avoiding probate.” 1:14 [More]
Life insurance can be your estate planning tool. To know more about Build Estate Plus, checkout the details here: https://www.bpi-philam.com/en/our-products/protection/build-estate-plus.html?cmpid=redirect-PHBPLAC-YoutubeBEP ———- BPI-Philam is a partnership between two icons of the financial industry who are devoted to helping you achieve the financial security and prosperity you deserve. http://www.bpi-philam.com
This video goes through the different components involved with an Estate Plan. The Attorneys of the Singh Law Firm describe what a Living Trust, Wills, Financial Powers of Attorney, Health Care Directives, Guardianship for minor children, and Probate all mean.
You don’t want to miss this FREE, NO SALES estate & life planning event full of education from the best San Diego professionals sponsored by KPBS, SDSU, Salvation Army, and Cal State San Marcos!
We stack for the future, sometimes the future hits us faster than we like. Be prepared. This is one of those things that really sucks to not have when you need it most.
Irrevocable living trusts are rare and mainly used to keep the IRS from taxing the death benefit of a life insurance policy. Learn the purpose of an irrevocable living trust 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
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