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Estate Planning 101 for women with expert california estate planning attorney and financial planner; tips to save on taxes👉 Book a Call at https://www.cunninghamlegal.com/book-... for the best living trust lawyers and explanation of California trust law.
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It’s just a fact: on average, women live seven years longer than men—and if you are a woman married to a man, your odds of ending up a widow are pretty high. We’ll discuss the planning implications for women, including Social Security, Medicare, and filing single vs. jointly. Do you have passwords to all vital online accounts? Are you aware of all the financial institutions your husband deals with? Do you know where all the important documents can be found? If your husband owns all or part of a business, do you know what succession plans are in place? We’ll take a frank look at common mistakes and necessary estate planning and financial planning to prevent chaos.

00:00 Women Live Longer- Estate Planning for Women
22:29 State Estate and Inheritance Taxes
28:57 Mechanics of a "B" Trust
31:51 The QTIP Trust
33:09 Widow/Widower Penalty
38:17 Healthcare
45:56 Social Security
49:16 Required Minimum Distributions
51:56 Annuities
1:00:36 Contact Us!

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for California Living Trusts, Estate Planning, and Trust Administration.

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CONTACT us at https://www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.

WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information

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PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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