Скачать или смотреть General Estate Planning with Kate Smith

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax, and other taxes. Join us with Attorney Kate Smith in discussing general estate planning and how to best prepare for your future.

1:48 Estate planning basics: will, poa, health care surrogate, living will, declaration of gaurdian.
8:46 When to revisit will for changes and adjustments.
10:01 Protecting your will.
14:59 Value of a health care surrogate.
23:49 Business entity and a trust.
34:00 About trusts. When to use it? Why would you want one?
42:00 Benefit of having an estate planning attorney.
48:57 Problems without having a will or trust.