Скачать или смотреть The 5 Essential Estate Planning Documents You Need

In this video we will introduce the fundamental elements of estate planning with the five basic documents and best practices. Gain essential knowledge on securing your legacy and ensuring a smooth transition of assets with practical tips for effective estate planning.

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00:00 Welcome
00:13 Overview
00:35 When Should We Create an Estate Plan?
01:23 Will
01:35 Financial Power of Attorney
02:12 Healthcare Directive
02:45 Tough Questions to Ask About Your Will
04:23 Revocable Trust Vs. Will
05:10 Family Cabins: What should you do?
07:50 Estate Plan Cost Range
07:59 Revocable Trust Cost Range
08:56 Outro

Minnesota Attorney General Power Of Attorney Short Form: https://www.ag.state.mn.us/Consumer/h...

Honoring Choices Health Care Directive: https://honoringchoices.org/wp-conten...

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Carl Lymangood is an employee of Petros Family Wealth. All opinions expressed by them are solely his own opinion and does not reflect the opinion of Petros Family Wealth.

Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://www.petrosfw.com/general-5