Everything You Need to Know About Wills, Trusts and Estate Planning скачать в хорошем качестве

Everything You Need to Know About Wills, Trusts and Estate Planning

Estate planning isn’t just for the wealth, it’s for anyone who wants to protect their family, business, and assets. In this episode of Millennial Money Matters, Derek Mazzarella sits down with Aaron Frankel of Franklin & Frankel to simplify what most people get wrong about estate planning and explain how to make smart legal decisions before it’s too late. We cover: The essential estate planning documents everyone needs: will, trust, power of attorney, and healthcare proxy How to choose the right executor and guardian for your children What probate really is — and why you shouldn’t fear it The difference between revocable and irrevocable trusts Why every business owner needs an LLC and operating agreement When to update your estate plan and how often to review it The dangers of outdated beneficiaries on retirement accounts and life insurance How to protect your home and assets from long-term care costs Common mistakes that tear families apart after passing away Why open communication about money and inheritance is the best legacy you can leave Whether you’re a millennial just starting a family, a homeowner, or a business owner, this episode breaks down estate planning in plain English so you can protect your wealth and your loved ones with confidence. Connect with Us: LinkedIn:   / derekmazzarella   Instagram:   / reels   Facebook: https://www.facebook.com/people/Mille... Reach out to Kelly Turner at [email protected] and Derek Mazzarella at [email protected]