If we’ve ever caught up for a coffee or if you’ve heard me speak at a seminar, you will know that Testamentary Trusts are my FAVOURITE estate planning tool. I get asked all the time about testamentary trusts: are they worth the money or just over complicating things? Short answer? I believe that a testamentary trust can be a game changer in estate planning for about 80% of the clients I meet. Check out my video which explains what testamentary trusts are, why they are so powerful and when you should consider using them. If you want to dive further [More]
In this post we address ten frequently asked estate planning questions. When the questions are state-specific, I’ll be giving the fast, anti-blabber, Louisiana answer. The following are the questions addressed in the video: 1. What is difference between a will and a trust? 2. What happens if I die without a will? 3. Do I need a power of attorney? 4. Do I need an estate plan if I’m not rich? 5. Does my will control my retirement accounts? 6. How do I protect my estate if I go into nursing home? 7. What’s the death tax? 8. How do [More]
1.Know your numbers 2. Manage Financial shocks 3. Know your financial peak and off peak times 4. Learn to spend wisely
When you have a blended family (kids from a previous relationship) things can get a little tricky when it comes to estate planning. In today’s episode of Estate Planning TV I break down some of the things to think about a couple of potential solutions. ——————————————————- We do estate planning and probate, and we are GOOD at it. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do [More]
Money Guru: Top 10 mistakes we do in financial planning. Watch video to know more. About Zee Business ————————– Zee Business is one of the leading and fastest growing Hindi business news channels in India. Live coverage of Indian markets – Sensex & Nifty ————————————————————– You can also visit us at: https://goo.gl/sXWpTF Like us on Facebook: https://goo.gl/OMJgrn Follow us on Twitter: https://goo.gl/OjOzpB Subscribe to our other network channels: Zee News: https://goo.gl/XBvkjZ
As we remember our departed loved ones today, we come face to face with a reality of life: The end. How do you prepare for it and most importantly, how do you prepare the people you leave behind? Learn more about estate planning from Atty. Edgar Mendoza in this interview. To watch more ANC news videos, click the link below: https://www.youtube.com/playlist?list=PLm34qRgqWBU4Mvq4BSrOawikENaFf38wn To watch Business Nightly videos, click the link below: https://www.youtube.com/playlist?list=PLm34qRgqWBU55jO2j9Ftu5G1np7DD-gyP For more Early Edition videos, click the link below: https://www.youtube.com/playlist?list=PLm34qRgqWBU5mNM5niCNyD-3322Lo6w9g Subscribe to ANC YouTube channel! Click here: http://bit.ly/ANC24-7 Visit our website at https://news.abs-cbn.com/anc Facebook: https://www.facebook.com/ancalerts Twitter: https://twitter.com/ancalerts #ANCHighlights #ANCEarlyEdition [More]
An “#OfficeHours with Michael Kitces” Periscope, talking about whether or not it’s a good idea to transition into a role as a financial advisor on a part-time basis, as well as ways career-changers can increase their odds of success. For further details, see https://www.kitces.com/blog/transitioning-part-time-into-financial-planning-as-a-career-changer
Estate Planning 101: how your estate planning needs and objectives change as you go through life. For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: https://go.oncehub.com/Paul8 The following is a breakdown of three different phases people go through as they get and keep their estate legal affairs in order. Phase I is for those parents in their 30’s and 40’s who have minor children. These parents are still in the accumulation phase, but there are important estate planning issues. Typically, parents in Phase I worry about who will [More]
Tax Implications of a Revocable Living Trust When people think about avoiding taxes they often think of using trusts as shelters. Unfortunately, those assumptions about trusts as tax shelters are wrong. Today I wanted to clear the air and lay out precisely the tax implications of a revocable living trust. It’s probably best to just start at the beginning and talk a little bit about what a revocable living trust is and what it does. The way I usually describe trusts to people is to imagine you’ve got a box. You own this box. You can put stuff in the [More]
Planning for the future isn’t something human beings are keen on doing. Especially when it involves their finances. Most of the common excuses we hear are that it’s tiresome, or that they don’t know where to start! Here’s where I come in! In today’s video, I am joined by a highly-esteemed financial coach, Kelly Cole, and she’s here to teach us three simple tips on how to plan for the future! 00:50 Kelly Cole 01:10 A reality check 03:45 Importance of doing your reality check with a financial coach 04:06 Know where you wanna go 06:17 How to coordinate to [More]
In today’s bonus episode, I have one of my awesome friends with me to explain to you what the seven components to financial planning are. It’s not just about saving, but it’s also about putting your money to good use and getting the benefits from it. Watch on to learn more! 00:33 The Ambassador of Results 01:33 1 – Retirement planning 02:20 2 – Flexible models 02:47 3 – Education 04:45 4 – Protection 07:03 5 – Estate planning 08:16 6 – Residual income and cash flow 10:00 7 – Tax planning Best Way to Save Protect Your Money for [More]
So what’s estate planning? Here’s a hint: It’s not just for the wealthy. Our estate planning 101 breaks down the basics in 5 steps, so you can ensure your wishes for yourself, your loved ones and your most prized belongings are carried out on your terms in the event of your illness or death. Visit Northwestern Mutual: https://www.northwesternmutual.com/
Putting an estate plan in place can be very confusing for many people. Financial expert Joe Anderson and Estate Planning Attorney Nicole Newman discuss the difference between wills and trusts. Broadcast Date: July 16, 2017 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, Your Wealth.” https://www.youtube.com/subscription_center?add_user=PureFinancialCFP Channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A [More]
A healthy financial future isn’t about how much money you make – it’s about how you manage and plan. Learn about financial planning and money management techniques to help get your finances in order, no matter your income, in this Better Money Habits video. To learn more about saving and budgeting, please visit: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting
Learn more on the education section of our website and download the slides here: Learn tools and techniques that go beyond the basics to protect your family, lower your estate tax, and enable you to retain more money for retirement and wealth transfer! Our estate planning attorney will cover: · Intestate Succession · Will: Letter to judge in probate, fees, advantages, and disadvantages · Living Trust: Analogous to contract, advantages, and disadvantages · Estate Taxes: Rules for married couples and special planning techniques It’s important to properly plan for the future. Protect your property and assets and assure a smooth [More]
http://www.softrontax.com/services/ Softron’s Sukjhit Annad discusses income tax preparation planning to help Canadians better plan for tax season.
Wills and Estate Planning by Terry Purcell Sydney Adventist Hospital – 10 August 2015
Here I have explained how you can do all your financial Planning without the need of paid advisers CA Manoj Kumar Jain Mkj Talks 4 Investment in English Kindly Telegram only at 7011323077 For telegram channel: https://t.me/mkjtalks4investment for Investment guidance For telegram channel: https://t.me/micecareer for Career guidance Join me on Twitter https://twitter.com/micecareer Join my Facebook Group:- https://www.facebook.com/groups/mkjtalks4investment/ Join me on Instagram https://www.instagram.com/camanojkumarjain You can Register & Pay using the LINK BELOW and get TRADING & INVESTMENT EDUCATION COURSES WORTH 31500/- for Free To open Online Demat account with Zerodha, use the only link given below. You can Open an online [More]
How To Simplify Your Estate Planning Subscribe today to stay up to date with our latest shows and highlight videos: https://goo.gl/7XrGvj Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and manage the things you can’t. Visit our site for more info : https://goo.gl/cGsH44 Are you ready to go beyond common sense when it comes to your money? Check out all the resources The Money Guy Show provides: https://goo.gl/pPiLm6
Grab Yourself A Copy Of The 28000 Book: https://bit.ly/2PWHGGg Have you always wanted to educate your client and get them coming to you for insurance coverage rather than you doing your best to provide them the coverage? Ranging from childhood planning to retirement planning, this invaluable playbook will show readers step by step how to plan their own financial road map from young till you retire. And if you follow closely to what is outline in this step, not only will you get better insurance coverage, you’ll definitely get a peace of mind In this video, you will learn how [More]
आपके और आपके अपनों की सुरक्षा के लिए करिये Financial Planning और बनिए चिंता मुक्त Here i have discussed how to do Financial Planning in 5 simple steps CA Manoj Kumar Jain MKJ Talks 4 investment in Hindi (Ph. 7011323077 Kindly use Telegram for messaging) For telegram channel: https://t.me/mkjtalks4investment for Investment guidance For telegram channel: https://t.me/micecareer for Career guidance Join me on Twitter https://twitter.com/micecareer Join Facebook Group:- https://www.facebook.com/groups/mkjtalks4investment/ Playlist for Mkj’s Fixed Fixed Double Videos:- https://www.youtube.com/playlist?list=PL_dm8s-AXnbDt8o3j3-6sYROlBFzWOM4p You can Register & Pay using the LINK BELOW and get TRADING & INVESTMENT EDUCATION COURSES WORTH 31500/- for Free To open Online Demat [More]
Estate planning is a task that people tend to put off since we don’t like thinking about our own death. However, dying without having your financial affairs in good order risks leaving your heirs with some significant problems. Here are 8 things you can start doing now. Estate planning is a task that people tend to put off since we don’t like thinking about our own death. However, dying without having your financial affairs in good order risks leaving your heirs with some significant problems. Here are 8 things you can start doing now Subscribe to my channel: http://bit.ly/scottweisscfp ******************************************** [More]
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: https://go.oncehub.com/Paul8 Some people get nervous before they go see an estate planning attorney for the first time. They don’t know what to expect. Selecting the right estate attorney is important in making sure that your legacy is preserved the right way. Before we get into which questions you should expect to be asked by your estate planning attorney, let’s address some characteristics of an estate attorney that should turn you away. First, if you find that the attorney talks [More]
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financial planning 101, understanding financial planning basics and fundamentals. What is a ‘Financial Plan’? A financial plan is a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Most individuals work in conjunction with a financial planner and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing financial plans. These metrics are used along with estimates of asset growth to determine if a person’s financial goals can be met in the future, or what steps need to [More]
Everybody needs financial planning, but what is the first step to doing it? In today’s episode, I have John Spring here with me to clarify the first step in financial planning which is finding the right financial planner. Check it out! 00:30 John Spring 00:44 What is financial planning in general? 01:06 Finding the right financial planner 02:18 Transparency is key 03:40 Fiduciaries 04:50 Set appointments and interview them, and make sure you like them! Best Way to Save Protect Your Money for More Real Estate Deals https://www.kriskrohn.com/insurance Watch and Enjoy! Kris Krohn PS: ✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅ https://www.youtube.com/user/REInvestorTV?sub_confirmation=1 [More]
Previous Video Link : “Cost Of Delay in Investing” , https://www.youtube.com/watch?v=Ws3RKrCqpZc&t=148s మీ Financial Knowledge ని మెరుగుపరుచుకోవడానికి మా www.youtube.com/c/MoneyPurse channel ని Subscribe చేయండి… మా నుంచి వచ్చినా మరికొన్ని మంచి వీడియోస్ ని ఇక్కడ చుడండి 👇 Mutual Funds Which Made Investors Rich 👉 https://youtu.be/4vsFrirYzI0 LIC Jeevan Shanti Policy in Telugu 👉 https://youtu.be/nZjn5oQqqVg How to Prepay Home Loan Part 1 👉 https://youtu.be/vzbaF-N4ono How much you gain by investing in Gold? 👉 https://youtu.be/TSfDNORDr2Q NPS Latest & Complete Details in Telugu👉 https://youtu.be/MDkrFsfgGXc Many middle calls families cary dream to become #crorepati , in this video we have explained multiple solutions to fulfil that dream of yours.. #Money [More]
#theartofwealthbuilding How to do financial planning for beginners|retire early|mutual funds investment & passive income Systematic Investment Plan is an investment vehicle, where an investor makes fixed, regular payments into a mutual fund, to reap the benefits of long-term investing. It helps you gain exposure to your selected asset class through the investment of a small or large amount of money, at fixed intervals and in a disciplined manner. Benefits of a SIP The compounding factor: make your money work for you by generating earnings which are further reinvested to generate their own earnings. The compounding process ensures that both the [More]
Too many marketers/experts/consultants make it sound like it’s easy to market an estate planning practice so that each month the attorney gains a steady flow of new, ideal estate planning clients. The reality, though, is it’s hard. Many lawyers fail. Why do they fail? For lots of reasons…competition, fee resistance, information and alternative services available online, and lawyers are among the least trusted professions. Many vendors of marketing services proclaim that with minimal effort, you can have the estate planning practice of your dreams. One vendor said that you can build the ideal estate planning practice by “investing” 15-20 minutes [More]
In this webinar, estate planning lawyer Mary-Jane Wilson explains: why preparing a will is important, powers of attorney and representation agreements. Mary-Jane Wilson is a partner at the law firm Wilson Rasmussen LLP. She regularly provides advice to individuals, families and organizations in the areas of: real estate and financing, estate planning, wills and trusts, powers of attorney, estate administration and probate and representation agreements. She is also the author of the British Columbia Probate Kit.
#stockmarketforbeginners #investing #investinginstocksforbeginners HI everyone, in this video we are going to talk about various important concept like future value, present value, present value annuity and future value annuity. This video is very important for all those who want to start investing in stocks for beginners. present value of an annuity can be derived in ms excel and google spreadsheet by using a simple formula which i have talked about in this video. Then we are going to talk about future value annuity. Future value and present value are two important concepts which you must know in order to gain [More]
Learn More About Estate Planning Essentials Today! https://www.wealthcounsel.com/epe Despite what you may think, estate planning isn’t just for the elderly. Estate planning is the process in which one plans for the unexpected, whether it be death, disability, or incapacity. In our inaugural episode of “Estate Planning Essentials,” we’ll break down the estate planning basics. From medical directives to memorial instructions, document drafting to trusts, we’ve got you covered. Please like, comment, and subscribe! For more information, check out https://www.wealthcounsel.com/resource-center WealthCounsel, LLC has been helping estate and business planning attorneys practice excellence for over 20 years. Membership benefits include superior estate [More]