The ABCs of Estate Planning: Probate, Trusts, Beneficiaries & More скачать в хорошем качестве

The ABCs of Estate Planning: Probate, Trusts, Beneficiaries & More

In this episode, we walk through the ABCs of estate planning so you can protect your assets, avoid probate and keep your family out of conflict. From beneficiaries to trusts to common mistakes, we break down the essentials in a simple, practical way. 🛠 Helpful Resources Visit Our Website: https://mylifeplanfinancial.com Schedule a Free Consultation: https://mylifeplanfinancial.com/contact 📲 Stay Connected   / mylifeplanfinancial     / mylifeplanfinancial   https://x.com/i/flow/login?redirect_a... 00:00 Coming up 00:33 Understanding Assets & Why Probate Is a Problem 01:21 The Real Costs, Delays & Public Exposure of Probate 02:13 How to Avoid Probate (and Common Mistakes) 03:12 Trusts Explained: Funding, Beneficiaries & Missteps 04:19 Will vs. Trust in Under 30 Seconds 05:02 The Importance of Updating Beneficiaries 06:06 Basic Documents Everyone Should Have 07:32 Keeping Your Estate Plan Current as Life Changes 08:58 Coordination Between Attorneys, Advisors & CPAs 10:06 Hidden Risks: Outdated Trusts, Missing Updates & Digital Assets 12:11 A Costly Real-Life Case of Mismatched Trust Paperwork 13:38 Why Estate Planning Requires Constant Communication This video is for educational purposes only and does not constitute financial, legal, or investment advice. Please consult with a qualified professional for advice tailored to your situation. Investment advisory services are offered through My LifePlan Financial, a registered investment adviser. Insurance products and services are offered separately and are not investment services.