Are you protecting your life legacy and keeping the money in your family? You’ve spent your adulthood building your nest egg and accumulating homes, cars, jewelry, and other things that you value. What happens to those assets if you pass away? Without an estate plan, you are leaving all that you have accumulated vulnerable to costly court fees and possible legal battles. Financial professionals Joe Anderson and Alan Clopine explain why having a plan in place is so important and they give you the tools to get started. Want some peace of mind? This show is a must-see.
Important Points:
(01:11) – Estate Planning
(02:16) – Life Legacy: Keeping Your Money in the Family
- Essential Elements of your Estate Plan
- Trust vs. Wills
- Understanding Estate Taxes
(03:18) – Essential Elements of An Estate Plan
(04:15) – 5 Things That Should Be Included in Your Will
(05:33) – What if you Pass Without A Will?
(06:52) – Essential Elements of a Healthcare Directive
(07:56) – Essential Elements of a Durable Power of Attorney
(11:43) – Will vs Living Trusts
(20:44) – Estate Tax Exemption
(23:48) – Ask the Experts
(24:50) – Pure Takeaway: Living Legacy: Keeping Your Money In the Family
- Start Today
- Estate Planning Essential Elements a Priority
- Decide If A Trust Is Right For You
- Consider Potential Changes in Estate Taxes
