Estate Planning Do's and Don'ts S2 скачать в хорошем качестве

Estate Planning Do's and Don'ts S2

50% of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. You need to go beyond just having a will. Many reasons you should consider to possibly having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from Comprehensive Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your Comprehensive Estate Plan. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in. Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ (https://www.seangtodd.com/) To a prosperous and happy 2025!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle (https://emcthebundle/)