Why Estate Planning Matters (Even If You’re Not Rich) скачать в хорошем качестве

Why Estate Planning Matters (Even If You’re Not Rich)

Estate planning isn't just for the wealthy—it's for anyone who wants to protect their loved ones and make difficult times easier. In this video, I break down what an estate plan actually is, why it matters more than you think, and the essential documents you need without the confusing legal jargon. 🎯 What You'll Learn: What an estate plan actually includes (and why everyone needs one) The four core documents: Will, Power of Attorney, Advance Medical Directive, and Trusts Why beneficiary designations can override everything else in your plan Common mistakes that undermine even the best planning When you should review or update your estate plan 📋 Download free Advance Medical Directive forms: AARP: https://www.aarp.org/caregiving/finan... CaringInfo: https://www.caringinfo.org/planning/a... ============================================ RESOURCES & LINKS ============================================ 📥 Download the Free Resource: Estate Planning Document Checklist Download Here: https://glowfp.com/sign-up 🌟 Get Started with Glow Financial Planning Glow Financial Planning: https://glowfp.com 👍 Subscribe to the channel for more financial planning insights Subscribe:    / @glowfp   ============================================ VIDEO TIMESTAMPS ============================================ 0:00 - Introduction 0:25 - The Basics 1:54 - Will 2:23 - Power of Attorney 2:49 - Advanced Medical Directive 3:45 - Trusts 4:18 - Beneficiaries & Account Titling 4:59 - When to Update Your Estate Plan 5:50 - Common Mistakes ============================================ IMPORTANT DISCLOSURES ============================================ Glow Financial Planning LLC is a Registered Investment Adviser in the state(s) of Florida. Advisory services are only offered to clients or prospective clients where Glow Financial Planning LLC and its representatives are properly registered or exempt from registration. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with an appropriate tax, legal and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change. Jordan Drinkhouse is an investment adviser representative of Glow Financial Planning LLC. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss. The advertisements played during this video are controlled by the hosting platform and not by Glow Financial Planning LLC. Glow Financial Planning LLC is not responsible for the content, accuracy, or suitability of any advertisements heard during this program.