ESTATE PLANNING IS MORE THAN JUST A WILL

22m ·

ESTATE PLANNING IS MORE THAN JUST A WILL

An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs.
Join me every Thursday at 5:00 pm PST. This Thursday, my special guest, AnnMichelle, an Estate Planning attorney will be going beyond basic Estate Planning as she will be exploring the importance of Estate Planning at any age.
Here are some HIGHLIGHTS from this episode.

 03:06 The biggest Estate Planning misnomer

03:39 Estate Planning and special-needs kids

05:08 Why do young adults need to have an estate plan? Is this motivated by COVID-19?

06:51 Why families with minor children need to have an estate plan?

08:53 How does one ensure that this important document is readily accessible?

12:54 Why should empty nesters worry about having an estate plan in place?

16:11 The COVID-19 pandemic has changed the nation's perspective on many things. 

18:31 A beautiful poem loaded with words of wisdom 

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