Fundamentals of Estate Planning (Part I) with Nick DeVito, CFP скачать в хорошем качестве

Fundamentals of Estate Planning (Part I) with Nick DeVito, CFP

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito, CFP. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on estate planning. In this episode, Mike and Nick discuss wills, trusts, and pitfalls that people regularly run into regarding trusts. They give a few examples of strategies used to overcome these pitfalls. The guys will dig deeper in part II talking about advanced concepts of estate planning. This is a great episode for anyone who has questions about estate planning, wills, or trusts. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com Meet Mike Menninger, CFP the host of Financial Planning: Explained https://maaplanning.com/who-we-are/ou... #financialplanning #estateplanning #truststory 0:00 – 1:00 | Introduction 1:01 – 2:10 | The Value of Estate Planning Education 2:11 – 3:20 | Six Areas of Financial Planning 3:21 – 4:40 | The Will – Foundation of Every Estate Plan 4:41 – 7:00 | Durable Power of Attorney Explained 7:01 – 8:50 | State Differences in Estate Law 8:51 – 10:40 | Medical Power of Attorney & Living Wills 10:41 – 13:00 | Living Will Case Study: Terri Schiavo 13:01 – 14:20 | Trusts in Estate Planning 14:21 – 15:35 | Testamentary Trusts and Control After Death 16:05 – 19:00 | What Actually Goes to the Will 19:01 – 21:00 | Trusts and Beneficiary Designations 21:01 – 23:30 | Understanding Probate 23:31 – 29:07 | Estate Planning Summary & Conclusion