Estate Planning: An Educational Workshop

Join us to learn about wills, trusts and avoiding probate.

At the workshop we cover:
— What are the differences between Wills and Trusts?
— Probate - what is it, why does everyone want to avoid it?
— How to leave money to heirs.

00:00 Introduction
04:47 What is estate planning?
06:47 Which stage of life are you currently in?
19:59 What are your estate planning options?
22:27 How a trust is like a tube of toothpaste
23:51 Who monitors the actions of the trustee?
25:21 Costly mistakes - Not passing on wealth without government or court interference
30:21 Costly mistakes - No plan for long-term care
34:41 At what age should you purchase long-term care insurance?
36:23 Costly mistakes - No thoughtful distribution strategy for beneficiaries
38:46 Costly mistakes - No remarriage protection
39:36 Costly mistakes - Unnecessary taxes and fees
41:44 Costly mistakes - No legacy protection
45:06 Legacy Wealth Planning
48:44 Why people don't plan
50:37 The most important part of your planning

Please email [email protected] if you would like to receive a copy of the handouts from this event.

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