Welcome to the ultimate guide to estate planning. If you're curious about planning long-term care expenses in advance or focused on beneficiary-do-it-yourself, managing your children's inheritance assets and overcoming the challenges families face without an estate plan is financial freedom in retirement.

Watch this comprehensive estate planning review to see who needs an estate plan and how to take advantage of the tax-free benefits of life insurance with different types of estates and trusts. People often ask me, "How does life insurance affect estate planning and should I consider life insurance in my estate planning?" »

This estate guide can provide you with the right questions to ask so you can better understand what you're getting into when you meet with an estate planning professional.

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VIDEO CHAPTERS:

-Welcome – 00:00
-What is estate planning and what is it for? 01:18
-Who needs an estate plan? – 04:47
-What does an estate plan do to protect you and your family? – 08:16
-Manage assets for your children's inheritance in your estate plan – 08:24
-Problems with adding children's names to your accounts – 08:50
-Challenges families face without an estate plan – 09:34
-Family divorce in your estate plan – 10:01
-Disability benefits for your child – 10:18
-Manage dependency in your estate plan – 10:36
-Keeping heirlooms in your lineage – 10:54
-Appoint a guardian and curator for your child – 11:19
-Common Misconceptions About Estate Planning and Probate – 11:40 a.m.
-How to properly customize your estate plan forms – 11:44
-Asset and beneficiary planning – 1:08 p.m.
– Divide who gets what in your estate plan – 13:44
-Is an estate plan only for the rich? – 2:42 p.m.
-What is a power of attorney and what are the biggest fears 15:53
-Misconceptions about “one size fits all” estate planning – 19:36
-An estate plan you don’t need? – 8:05 p.m.
-Should we be afraid of approval? – 8:38 p.m.
-What are the responsibilities of a trustee? 9:29 p.m.
-Most asked questions about estate planning – 23:26
-1. Do I need an attorney to help me with my estate plan? – 11:30 p.m.
-2. Can I change my mind after establishing an estate plan? – 24h22
-3. Do I need an estate plan? – 24h38
-4. How to find a good estate planning lawyer? – 26:10
-5. What is the difference between a will and a trust? – 27:22
-6. What else should I consider regarding estate planning? – 28:24
-7. How to store your estate planning documents? – 29:28
-8. Are there tax fees on an estate plan? – 32:32
-9. What is the difference between life insurance and traditional investing? – 34:29
-ten. What do savers do with the money they have to withdraw? – 34:54
-11. What is a living benefit? 35:36
-12. How does the Elder Law affect estate planning? – 36h25
-13. Why do I need a financial power of attorney in my estate plan? – 37:47
-14. What is a trustee and why should I trust you? – 39:50
-15. How to prepare funeral expenses and final arrangements in your estate plan – 40:30
-Wills and trusts: definitions, issues and differences – 41:52
-What is Living Trust – When is it too late to get one? – 41:54
-Is my old trust trash and can I change it? – 42:21
-What is the difference between a revocable trust and an irrevocable trust? What can we change? – 42:49
-When would you make an irrevocable trust? – Protection? – 44h35
-Resolve issues related to designating a trustee – 45:29
-Mistakes that administrators often make – 48:28
-What is the benefit of a lawyer specializing in wills and trusts – 50:22
-Long-term life insurance and health care in your estate plan – 51:40
-What advantages does life insurance offer in estate planning – 51:47
-Two activities of daily life at home – 52:37
-Tax-exempt life insurance benefits – 53:27
-Should I consider life insurance in my estate planning? – 53:51
-How does life insurance affect estate planning? – 55:27
– Planning long-term care expenses in advance – 58h00
-Estate Planning Review: Types of Estates and Trusts – 59:59
-The default estate plan – 59:59
-Do it yourself beneficiary – 01:00:39
-Transfer in the event of death – 01:01:03
-Durable power of attorney – 01:01:26
– Durable Medical and Financial Power of Attorney Made by a Professional – 01:02:12
-Can I just get the forms online and do it myself? – 01:02:45
-How often should I review my estate plan? – 01:03:45
-How much does estate planning cost? – 01:04:21
-Last Testament – 01:04:44
-What does the revocable trust do? – 01:05:31
-What does the irrevocable trust do? – 01:05:54
-What is an IRA trust? – 01:06:17
-What is a special needs trust? – 01:06:38
-What is a Medicaid trust? – 01:06:58
-Build and adjust your estate plan – 01:07:46
-Adjust your estate planning goals – 01:07:53
-Can I make changes to my estate plan once it is in place? – 01:09:17
-After the trust: what is the next step after creating a trust? – 01:09:46
-Building your estate plan: what should I do now? – 01:10:52

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