Estate Planning and Adult Kids: What to Share (and How) скачать в хорошем качестве

Estate Planning and Adult Kids: What to Share (and How)

Talking to your adult children about your estate plan can feel intimidating. What should you share? What should you keep private? And how much is too much information? In this video, I walk you through exactly what to discuss, including who will manage things, how assets are structured, and how to prepare your kids for future responsibilities, without overwhelming them (or you). These conversations are key to reducing confusion, preventing conflict, and preserving your legacy. ▶ Need help with your own plan? Schedule a consultation here: https://cookmanlaw.com/talk-to-intake... Timestamps: 00:00 - Intro 00:35 - What to discuss - how your child will inherit 01:42 - How you would like things managed 02:39 - Discussing the different types of assets you have 03:23 - Deciding what to do with tangible personal property and pets 04:07 - Share where you keep important documents 04:50 - Share contact information for professionals you work with 05:25 - How our Trust Maintenance Program can help you keep and share vital information 05:50 - Sharing any worries or fears about the trust administration process 06:19 - Preparing a Memo of Intent 07:07 - What do you NOT need to discuss? 08:23 - How Cookman Law can help ✅ Subscribe to our Newsletter to stay up to date! https://cookmanlaw.com/newsletter/ ✅Download the Special Needs Planning Webinar 👇👇 https://app.lawmatics.com/forms/share... ✅Download the Webinar on Estate Planning 👇👇 https://app.lawmatics.com/forms/share... ✅ Please Subscribe to my channel I put out a new video every week →    / @ellencookman-estateplanningsnt   ✅ FREE Guides to Special Needs Trusts 👇👇 https://cookmanlaw.com/special-needs-... 💥 Follow me on Social Media 💥 Instagram:   / cookman_law   Facebook:   / cookmanlaw   LinkedIn:   / ellen-cookman-jd-ll-m-88728b12   Website: https://cookmanlaw.com/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," does not represent that any outcome or result from viewing of this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. #estateplan #estateplanning