Why Your Retirement Plan Could FAIL Without Estate Planning? скачать в хорошем качестве

Why Your Retirement Plan Could FAIL Without Estate Planning?

Grab Our FREE Retirement Planning Resource Bundle, https://www.humphrieswealthgroup.com/... Retirement and Estate Planning go hand in hand - Not paying attention to estate planning can undo decades of hard work building up your estate. In this video, we discuss key areas to pay attention to. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link, https://www.humphrieswealthgroup.com/ Welcome to our channel. Regularly, we upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including: Travel and Leisure Health Relationships Hobbies Volunteerism Work Shaun Humphries B. Admin, CFP® Senior Financial Planning Advisor Assante Capital Management Ltd. Joshua Humphries B. Comm (Honours) Service Associate Assante Capital Management Ltd. Insurance Advisor Assante Estate and Insurance Services Inc. 0:00 Introduction 02:37 Why People Don't Plan? 04:09 How To Distribute Assets 07:15 What About Proactive Gifting? 11:40 Role of Power of Attorney 15:01 Trusted Contact Person (TCP) 17:11 Retirement Plan Informs Estate Plan 18:55 Selecting Your Executor 20:37 Updates Are Critical 21:57 Misconceptions 22:48 First Step