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 -~-~~-~~~-~~-~-
This video explains a very important but yet very neglected aspect of financial planning, i.e. retirement planning. In today’s age, when youngsters are getting high paying jobs and they are hence getting used to a ‘high spending’ type of a lifestyle, there is a fair chance of something as mundane as retirement planning getting ignored. In fact it is happenning quite a bit. The biggest advantage that a young person has is he or she has time on his/ her side. Most people never realise that the real asset is time. Small amounts of money, but invested for large periods [More]
In the second part of the video, we will discuss how to understand our financial status through net worth statements. A personal financial statement is a snapshot of an individual’s financial health, at one particular point in time. It is a summary of what is owned (assets), less what is owed to others (liabilities). Assets include cash and investments, your home and other real estate, cars or anything else of value you own. If assets are greater than liabilities, you have a positive net worth. If assets are less than liabilities, you have a negative net worth. You should regard [More]
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.
Discover how Financial Planning can help your achieve your goals and prepare for the future ahead. BPI Asset Management’s Investment Counselor , Katrina Go, gives a walk through on the benefits, steps and importance of having a financial plan. References: Financial Planning Practitioner Institure, Financial Planning Association (USA), Financial Planning Institute of Southern Africa To know more about BPI’s investment funds, contact our Investment Counselors through: Website: www.bpiassetmangement.com E-mail: bpi_asset_management@bpi.com.ph Telephone Numbers: +632 816-9944, +632 816-9920 _________________________________________________________________ This material, which is strictly for information purpose only, is for your sole use, and does not constitute a recommendation or an offer [More]
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.
Your Money takes callers questions and answers their’s investment related queries.
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]
The 3 fundamentals are: 1. Start early 2. Invest regularly 3. Choose the right investment vehicle. Buy our Book Here : http://amzn.to/2vv1Scb 108 Questions & Answers on Mutual Funds & SIP Find us on Social Media and stay connected: Facebook Page – https://www.facebook.com/InvestYadnya Facebook Group – https://goo.gl/y57Qcr Twitter – https://www.twitter.com/InvestYadnya
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.
Financial Planning is all about freedom. Watch as Brittney Castro, founder of Financially Wise Women, demystifies the Financial Planning Process.
Don’t Leave Your Executors Stranded on a Desert Island! Presented by Erin Rankin Nash and Steve Shillington
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]
Read 9 Steps to Personal Financial Planning: https://investdiva.com/invest-guide?slug=steps-to-diy-personal-financial-planning-process When it comes to personal financial planning, no one is better in understanding your situation than yourself! By following these quick steps, you can make sure that you are on track with your goals and compare your financial position versus common benchmarks.
Learn about what are mutual funds, the types and how you can get started in starting a SIP.
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
Topic of Cash Flow and Free cash flow, Operating cash flow are discussed
This video is about basic financial planning and how to do simple calculations to put a financial number to our goal. Once the amount and time for goal are known, then it is very easy to achieve seemingly big goals by taking very small but regular steps in the correct direction. A very big mistake which small investors do is invest in life insurance policies or gold or real estate. This video also compares the historic returns of all these various avenues (in Indian context) over the long term. Please write your comments and feedback so that we can incorporate [More]
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
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