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Estate Planning 101 Part 1
 
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Do you have a Will, Health Care Proxy, Power of Attorney or Trust? If you answered no or don't think you need it, THINK AGAIN. Watch this video of Estate Planning Attorney, Harry Scaramella, presenting Estate Planning 101. In this video, Harry explains the real reason you should have a Will, Health Care Proxy, Power of Attorney and/or Trust Planning. You do this for your family so they don't have to make life or death decisions at an emotional time in YOUR life. These documents keep you in control at a time when you might not be able to communicate your own decision to either your personal health care professionals, EMT's or what if... out of state emergency situations. You create the documents personalized to your life style, your thoughts and your wishes. You choose who can act on your behalf and most importantly, who can't! Keep your life, your health and your wealth exactly where you want it and who can access it if you can't whether for a short period of time or a long time. Watch Estate Planning Attorney, Harry Scaramella, explain and educate in a way you will find easy to understand and remember. We hope you watch Estate Planning 101 and get motivated whether you live in Utica, NY, Syracuse, NY, Rochester, NY, Buffalo, NY or anywhere in between we can help! Our attorney travels to you to meet in the comfort and privacy of your home or your advisor's office. Everyone has an estate, it's call your stuff! Don't pre-judge your estate. Check out our website at www.lifelawllc.com to protect your personal property today!
Views: 33321 lifelawllc
10 Common Estate Planning Mistakes to Avoid [Webcast]
 
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Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes she comes across as an estate planning attorney. Important Points (00:55) Mistake #1: Dying Intestate (01:38) Mistake #2: Having an “I Love You” Will (02:20) Mistake #3: Owning Real Property Jointly (04:07) Mistake #4: Giving Property Outright to Heirs (15:45) Mistake #4: Other Options (17:55) Mistake #5: Not Having the Right Trust (18:50) Mistake #6: Not Funding the Trust Properly (19:54) Mistake #7: Not Updating Your Estate Plan (21:00) Mistake #8: Doing It Yourself (21:40) Mistake #9: Believing a Trust Alone is Enough (24:40) Mistake #10: Believing the Biggest Enemy is … Uncle Sam If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” https://www.youtube.com/subscription_center?add_user=PureFinancialCFP "Your Money, Your Wealth" channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Trust and Estate Planning [Webinar]
 
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How do you plan for your future financial peace of mind? The first big step comes with knowing the basics of Trust and Estate Planning. This installment of the Zions Bank webinar series is presented by Zions Trust President Rebecca K. Robinson and explores general concepts and strategies. Tune in for important insights that will help determine your own estate planning needs. You can register to attend the next live webinar session by visiting https://www.zionsbank.com/learning-center/webinars.jsp. Download the presentation slides here: https://www.zionsbankblog.com/retirement/webinar-trust-and-estate-planning/ Zions First National Bank operates locations in communities throughout Utah and Idaho, and more than 150 ATMs in the two states. In addition to a wide range of traditional banking services, Zions offers a comprehensive array of investment and mortgage services, and has a network of loan origination offices for small businesses nationwide. The company is also a leader in providing electronic banking services, including electronic municipal bond trading. Connect with Zions Bank: Like Zions Bank on Facebook: https://facebook.com/zionsbank Follow @ZionsBank on Twitter: http://twitter.com/ZionsBank Zions Bank Official Website: https://www.zionsbank.com/ Zions Bank Mobile: https://www.zionsbank.com/personal/mobile-banking.jsp Find a Branch or ATM near you: https://www.zionsbank.com/locations/branch-atm-locator.jsp This complimentary interactive webinar is sponsored by Zions Bank and is offered for informational purposes only, and should not be construed as legal or other professional advice. Consult with an attorney or other professional concerning your own needs and circumstances. By utilizing the information provided by Zions Bank, you acknowledge and agree this does not constitute any legal commitment to become a customer of any bank including Zions Bank and its affiliates nor does it constitute an offer of any extension or modification of any credit to you by Zions Bank or its affiliates. IMPORTANT NOTE: Trust and cash management services are offered through Zions Trust, National Association (Zions Trust). Zions Trust is a subsidiary of Zions First National Bank (Zions Bank). Zions Bank is part of Zions Bancorporation family of banks. Zions Trust is part of the wealth management arm of the Zions Bancorporation. Investments are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bank, its affiliates or any other bank within Zions Bancorporation, and may be subject to investment risks, including the possible loss of principal value or amount invested.
Views: 14939 ZionsBank
What is an Estate Plan, vs. a Trust, vs. a Will? Legalese in Plain English - Shadi Shaffer; Esq
 
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http://apelcenter.com/ In this segment/video Shadi explains the terminology and differences between an "estate plan," "trust" and "will." She clarifies what these terms mean and how they work together and the differences between them. Shadi explains why some people only have a Will and why when you have a Trust you still have a Will. She explains how an "estate plan" is a series of legal documents that in most cases consist of a Trust, Will, and other legal documents relating to your family, assets, and estate in general. http://youtu.be/ARYENAr3o58 Subscribe to this channel for even more informational videos! Visit our website: http://assetprotectioncenter.com/ Sign up to receive our FREE newsletter FREE Estate Planning CD FREE Medical Informational CD Don't forget to comment and like below! Learn more about current legal issues on our blog: http://www.apelcenter.com/blog/ Connect with us through Facebook: https://www.facebook.com/pages/Asset-Protection-Elder-Law-Center/193479520697723 Don't forget to +1 us on Google plus: https://plus.google.com/u/0/b/105940846711088986294/+Assetprotectioncenter/posts/p/pub
ANC On The Money: Estate Planning
 
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Guest: Rudy Fernandez VP & Compliance Officer BPI Family Savings Bank October 24, 2012
Views: 7159 ANC Alerts
Trusts 101 - Estate Planning With Trusts
 
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Learn the basics about trusts and how they are used in estate planning. What is a trust? What type of trust do you need? Watch and learn here. NOTE: NOT LEGAL ADVICE! For informational purposes only. Contact our office at (248)278-1511 if you would like legal advice specific to your situation.
Great Estate planning Whiteboard
 
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http://jetcanoe.com hand drawing video for insurance and estate planning [vrr:237]https://www.youtube.com/watch?v=5pMAc97XXy8[/vrr:237] [vrr:237]https://www.youtube.com/watch?v=cXvNhqJq0QM[/vrr:237]
Views: 7117 webtalkingheads
Estate Planning 101 from Elder Law Attorney Sean W. Scott
 
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What happens to all your stuff when you die? Where does your money go, how does it get there and who is in charge of carrying out your wishes? Elder law attorney Sean W. Scott discusses the various methods used to plan your estate, including, joint accounts, wills, and living trusts.
Views: 21111 Sean Scott
Estate Planning whiteboard video
 
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http://jetcanoe.com We make whiteboard video for insurance and estate planning. [vrr:237]https://www.youtube.com/watch?v=5pMAc97XXy8[/vrr:237] [vrr:237]https://www.youtube.com/watch?v=TCltkokw0xU[/vrr:237]
Views: 4941 webtalkingheads
Estate Planning: Creating A Trust For Your Networth
 
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On our estate planning segment, we’ll get into the specifics of creating a trust. Avni Raja caught up with Ashvini Chopra, MD & CEO of Universal Trustees. Take a look.
Views: 513 Bloomberg TV India
Estate Planning 101 (Relationships & Finances 3/8)
 
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In this video, you'll learn exactly why you should have an estate plan, what goes into it, and how to make one! We also cover wills, trusts, healthcare proxy, and power of attorney. Legal solutions recommendations: https://www.moneycoach.io/recommendations/legal Next video: https://www.moneycoach.io/videos/relationships/4 More of a text based learner? See the transcript and citations here: http://bit.ly/2eQCLVG Please leave us any feedback here: https://goo.gl/REmdfD
Views: 758 MoneyCoach
Life Insurance As A Necessary Tool in Estate Planning
 
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WATCH: Atty. Angelo Cabrera talks about life insurance as an essential tool in estate planning. Author of "Thy Will Be Done" "Thy Will Be Done" discusses the major aspects of Estate Planning in a manner a layman can understand. It provides an overview of the law on Wills and Succession and uses actual cases to illustrate important points. As you prepare and plan the disposition and distribution of your estate and the legacy you want to leave behind, "Thy Will Be Done" is one important tool to have beside you in the process.
Views: 8625 Gman Soft
What is Estate Planning?
 
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This video goes through the different components involved with an Estate Plan. The Attorneys of the Singh Law Firm describe what a Living Trust, Wills, Financial Powers of Attorney, Health Care Directives, Guardianship for minor children, and Probate all mean.
Views: 729 The Singh Law Firm
Estate Planning Introduction - Part 1/6
 
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In this video you will understand what exactly is estate planning and various aspects and products which are related to estate planning. This 1st part will give you clear understanding of the basics of estate planning and an Introductory understanding of the subject. This video is part of 6 video series called "Estate Planning" by Jagoinvestor Team for their Wealth Club Program. Jagoinvestor Blog - http://www.jagoinvestor.com
Views: 2755 jagoinvestor
Estate Planning 101 | S.3 Ep. 13
 
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No one likes to think about death, but it’s important to plan for it in order to protect your wealth for the ones you love. This episode breaks down wills, trusts, naming beneficiaries and common pitfalls to avoid when it comes to your estate plan. Nicole Newman, Attorney at Law joins the show to discuss some of the biggest estate planning mistakes she sees every year. Find out how to get your estate plan in order and help ensure your legacy lasts among the ones you love most. Important Points: 1:14 “He [Prince] died with about a $300,000,000 estate (and no will!)” 1:35 “64% of Americans do not have any type of estate plan.” (Source: online survey by Harris Poll on behalf of Rocket Lawyer, 2015) 3:07 “Should you have a will or a trust? Which is going to be better for you?” 5:02 “For many of you, a trust is going to be the way to go because you’re going to have the disposition of the assets that you want and it’s going to be a private matter…it also happens quicker than a will.” 5:47 “If you look at what probate is all about and what the expenses are, we have an example because I think people get confused here. It’s not necessarily what your net worth is - it’s what your gross assets are.” 6:11 “Probate fees are based on the gross estate.” 8:35 “Putting my money in a trust will ensure my children will receive the money instead of my creditors (True or False?).” 10:45 “When people fail financially, it’s because they hear the speculation and get out of their portfolio at the wrong time…you have to stay the course.” 12:52 “It’s not only a problem when someone dies without a will, but it’s also a problem when someone dies with just a will... it’s a problem because they are not avoiding probate.” 13:43 “Here in California, what will usually trigger the need for a trust is when we have real estate and/or children. That’s when I usually highly recommend exploring a trust.” 14:36 “The big problem with outright distributions can be certain beneficiaries.” 19:12 “You do have to change the title of your assets because if you don’t, those assets are going to go through probate.” 21:26 “We put together an Estate Plan Organizer – this is the first step for you to start organizing your estate.” If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Wills, Trusts & Estate Planning Fundamentals
 
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Here are some key concepts to prepare you for our Estate Planning conversation. www.LawEsq.net 732-521-9455
Estate Planning Seminar April 18th 2017
 
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Don't Leave Your Executors Stranded on a Desert Island! Presented by Erin Rankin Nash and Steve Shillington
Views: 480 ZavitzInsurance
Estate Planning For Pinoys
 
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Properties does not automatically transfer to legal heirs after the death of the original property owners. Things like estate taxes must be dealt with and as responsible property owners you must plan for it. Properties are a source of enjoyment but also an ongoing obligation.
Views: 1225 Victor La Madrid
Estate Planning 101
 
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Christine Romans explains how to minimize the tax bill for you and the recipients.
Views: 1411 CNNMoney
A Day in the Life of an Estate Planning Attorney, Part 1
 
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Estate Planning Awareness Week. Live from Detroit, MI
Views: 585 Terrence Quinn
4 Estate Planning Tips For 2018
 
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2018 brings some changes to the estate planning horizon. The following are four tips that you can take advantage of to protect your estate in 2018. (1) Taxes. With the new law changes, there will be less emphasis on gift and estate tax avoidance, and more emphasis on capital gains tax and income tax avoidance. Smart married planners will ensure that their estate gets the valuable "double step-up in basis" (doesn't happen automatically), while other smart planners will arrange their affairs so that they and their heirs and beneficiaries minimize the income tax burden of a transfer of retirement accounts and other valuable assets. (2) You're Living Longer. Because you are living longer, you need to protect your estate if you get sick for a prolonged period, or, if your mind becomes demented. Arranging all of your assets so that your trusted loved ones have access when you can't, and, for some, protecting your estate from nursing home poverty, is critical. To protect your estate from when you are sick, you must take action while you are well. (3) Simplify Your Estate Settlement. Many Louisiana families want to arrange their estate so that judicially-supervised court proceeding (some call it "Probate;" other Louisianians call it "Succession"). Whether it's utilizing a revocable living trust or other probate avoidance strategies, act in 2018 to make estate settlement simple. In addition, have conversations with participants in your estate settlement - before your estate settlement. This can go a long way toward having an amicable estate settlement. (4) Get Started. Procrastination is a big obstacle to estate planning. Put it on your "To Do" list, and then get started so you can check it off your "To Do" list. You'll feel great knowing you have all your legal affairs in order for yourself and your family. Happy New Year! Make 2018 your best ever. Paul Rabalais www.RabalaisEstatePlanning.com Law Office locations: All over south Louisiana Toll-free phone: 866-491-3884
Estate Planning 5 Easy Steps
 
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The Satellite Link – Detail program on legal concepts including Wills and Trusts, Probate, Tax Protection, Legal Consultation from one of Americas Top Attorneys and Speakers. Comprehensive information for all citizens to know and understand. Part of the SNA Satellite Series including Zig Ziglar, Art Linkletter, Jay Mitton, Patricia Fripp and others
Views: 4391 Terrence Thompson
Estate Planning : What Documents are Needed for Estate Planning?
 
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Many documents are created in estate planning including living trusts, advanced directives, power of attorney documents and more. Learn what documents are needed for estate planning from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media
Views: 2485 eHow
Wills and Estate Planning | Wills Sydney | Legal Wills Australia | Testamentary Trusts
 
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Learn More Visit http://www.retirelaw.com.au In Australia, simple short 2-5 page Wills like the ones you buy from the Post Office or like the ones prepared by some local solicitors are the norm. However, what most people do not know is that these simple Wills routinely cause many extremely damaging personal and financial problems for beneficiaries. These problems range from legal disputes that can cost the estate up to $100,000 per day in court, to the loss of inheritances from various unnecessary taxes, divorce and family court proceedings, creditors and bankruptcy rulings. Most people also don't realise that there are over 12 different laws and legal regimes that can detrimentally impact on the distribution of your estate to your loved ones. This is the crux of the problem with simple Wills...all they deal with is 'WHO' is to receive an estate, but say nothing or very little about the far more important 'HOW' the nominated beneficiary receives the estate. However, there is a solution. Modern Estate Planning Wills drafted by an expert. Modern estate planning represents a one off cost less than your 'annual' home and car insurance, but it provides potentially 'generations' of asset protection and peace of mind. This video explains how modern estate planning Wills prepared by the expert estate planning solicitors at RetireLaw can prevent the various problems caused by simple Wills that were alluded to above. The TRUTH to remember is this: simple Wills cause complex problems for beneficiaries and executors, while estate planning Wills plan ahead to prevent complex problems in order to make things simple and efficient for beneficiaries and executors. Welcome to 'The Convenient Truth About Australian Wills'. Presented by RetireLaw Estate Planning Solicitors. If you would like to know if your current Will is protecting your interest adequately, we are happy to provide a free review of your current estate planning needs. Alternatively, why not make an appointment to meet with a RetireLaw solicitor in person. All initial consultations are completely obligation free. You have nothing to lose and everything to protect. RetireLaw Pty Ltd Phone: 02 8908 9700 Email: info@retirelaw.com.au Level 2, 77 Pacific Highway North Sydney NSW 2060
Views: 4540 Retirelaw Pty Ltd
Estate Planning : How to Set Up a Living Trust
 
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For estate planning, setting up a living trust can be a great idea. Learn how to set up a living trust from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media
Views: 12566 eHow
Estate Planning Seminar
 
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The Door County Land Trust sponsors a presentation by Grace Rossman, of Thrivent Financial, and Dick Hauser, of Pinkert Law Firm, on the subject of Estate Planning. Dan Burke also speaks about Land Trust goals. Held at Lawrence University's Björklunden campus, Baileys Harbor, Wisconsin, on 10/25/13.
Views: 8854 Shermanbay
Estate Planning Tips Everyone Should Know, Darra Rayndon of Clark Hill Explains
 
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For more information, go to http://legalbroadcastnetwork.com. Taxation and estate planning expert Darra Rayndon with Clark Hill PLC in Scottsdale, Arizona, explains the basics of estate planning, something that everyone needs. With some effort by everyone involved, including a skillful estate planner who knows tax law, many estates can be largely preserved from erosion be estate taxation.
Views: 1102 Sequence Media News
Frequent Estate Planning Mistakes | Interview
 
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Nicole Newman, Attorney at Law joins “Big Al” Clopine to discuss the most common mistakes she sees as an estate planning attorney. These include dying with or without a will, leaving assets to beneficiaries outright and not choosing the right estate plan for you. Important Points 0:33 "One of the big gruesome mistakes that come through my office is when someone has died and they HAD a will. It's not only a problem when someone dies without a will; it's also a problem when someone dies with just a will. It's a problem because they are not avoiding probate." 1:14 "They interchange the terms will and trust all the time, and they think that once they have their will, they're set - but their beneficiaries are still going to go through that long probate process." 1:31 "Here in California, what will usually trigger the need for a trust is when we have real estate and/or children. That's when I'll usually highly recommend exploring a trust" 1:52 "The other gruesome mistake that I see is when people leave their beneficiaries' assets outright. Outright distributions mean the beneficiaries get the money and can do whatever they want with it." 3:53 "With a trust, we are able to structure the distributions to where the beneficiary would not be in charge of managing his funds...the trustee will be in charge of all his funds" 5:01 "Unfortunately, if they leave their daughter her inheritance outright, she receives her inheritance and passes away first, guess who's getting that inheritance? (Son-in-law) Not your grandchildren." If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
The 3 Documents You Need For Estate Planning | Family Financial Planning
 
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In today’s “Do It Together” segment, I'll go over the three key documents that make up a solid estate plan at any stage in your life. These are: your will, your power of attorney and your mandate. Please leave me a comment if you have any following questions! ------------------------ Visit PWL Capital: https://www.pwlcapital.com/Montreal Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company/105673 Follow Peter Guay on - Twitter: https://twitter.com/PWLPete - LinkedIN: https://www.linkedin.com/in/peter-guay-cfa-7608663/ ------------------ Video channel management, content strategy & production by Truly Social Inc. - Website: http://trulysocial.ca - Twitter: https://twitter.com/trulysocial
Views: 4660 Peter Guay
Estate Planning: Wills vs Trusts
 
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Putting an estate plan in place can be very confusing for many people. Financial expert Joe Anderson and Estate Planning Attorney Nicole Newman discuss the difference between wills and trusts. Broadcast Date: July 16, 2017 If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” https://www.youtube.com/subscription_center?add_user=PureFinancialCFP Channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Step 1 of Creating an Estate Plan | Estate Planning TV 018
 
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WHAT IS IT THAT YOU WANT TO DO? That is the first step to estate planning. It's not talking to an estate planning attorney (though I wish it was). It's not learning about estate taxes. It's not about any of that. Step one is simply thinking about what it is that you want to do. Now, there are some things you may want to think about when putting together your goals. Things like tax reduction, probate avoidance, generational wealth and opportunity, wealth building, and on and on. Here's what I suggest you do (right before you schedule a strategy session with me): Take a few minutes and sit down alone and think about what it is that you want. Here's the key though: really think about what YOU want. Throw out the outside influences. Don't pay attention to what you "should" do. Once you do that you'll be well on your way to your complete estate plan. If you want to know more or are looking for a estate planning attorney to help you out, click here to book a strategy session and we'll talk. Cheers. - LINKS MY NEWEST ARTICLE - Christopher Small wants to help you live a rich life now and leave a rich legacy. Estate Planning TV is all about one thing - getting you to realize how important estate planning is to you while you are alive, and the power estate planning can have in shaping your legacy. You'll find information here on estate planning, financial planning, productivity, finance, self-improvement, family protection, tax avoidance, retirement planning, estate taxes, charitable giving, investing, life insurance, asset protection, and much much more! Christopher is the owner of CMS Law Firm LLC, a Seattle estate planning law firm. CMS Law Firm does three things really well: (1) estate planning; (2) probate; and (3) trust administration. Christopher is a speaker, a blogger, a husband, a father, a golfer, and really good at helping people create the life of their dreams. Find Christopher here: Website: http://cmslawfirm.com/christopher Facebook: http://facebook.com/cmslawfirm Twitter: http://twitter.com/richlifelawyer Instagram: http://instagram.com/richlifelawyer
Views: 47 CMS Law Firm LLC
Basic Estate Planning Part 1 of 15
 
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Introduction. Wills and probate property vs. nonprobate property.
Views: 7845 Richard Land
Estate Planning | Trust Planning | Trust | Will | Power of Attorney | Cain Advisory Group
 
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To help families and individuals avoid probate, Cain Advisory Group focuses on revocable living trusts; estate settlement; limited partnerships; irrevocable life insurance trusts, and charitable remainder uni-trusts. They prepare and review trust documents, wills and powers of attorneys for health care proxies and other financial management at flat fee package costs so that you have a financial plan for any reason you are not around.
Views: 10020 CainAdvisoryGroup
Estate Planning in Uncertain Times
 
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October 21, 2011 - In December of 2010 Congress passes legislation that determined the estate and gift tax for 2010 through 2012. The director of Principal Gifts at Stanford, Howard Pearson looks at how you should handle estate planning and what techniques fit best under the current circumstances. Stanford University http://www.stanford.edu/ Stanford Alumni Association http://alumni.stanford.edu/ Stanford University Channel on YouTube: http://www.youtube.com/stanford
Views: 4302 Stanford
RetireLaw Wills | Estate Planning | Testamentary Trusts | Sydney Lawyers
 
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For more information visit http://www.retirelaw.com.au Providing expert modern estate planning advice, documentation and probate services is all we do. We do not get involved in disputes - our whole focus is on preventing disputes from happening in the first place. RetireLaw usually becomes involved with clients because their professional adviser has recognised that they need high quality estate planning advice and documentation. Partnering with the professional adviser ensures that RetireLaw has an accurate picture of what makes up a client’s estate, an essential foundation for modern estate planning Wills tailored to the client’s needs, providing them with confidence and certainty that their wishes will be met. Located in the heart of North Sydney's CBD RetireLaw is one of only a handful of law firms in Australia to focus its service and expertise solely on sophisticated legal Wils and Estate Planning law, in particular the provision of Estate Planning Wills that provide beneficiaries with the option to receive inheritances via beneficiary controlled testamentary trusts. RetireLaw's testamentary trusts are individual trusts created by the Will that come into effect on the death of the Willmaker for the personal benefit of each beneficiary. We have produced a short online presentation called 'The Convenient Truth' which succinctly explains the advantages of our modern estate planning Wills over simple Wills prepared by non-experts. RetireLaw’s modern estate planning provides protections of inheritances from: - Unnecessary Taxes - Divorce Settlements - Bankruptcy - Costly Estate Disputes - High Estate Administration Costs RetireLaw’s modern estate planning provides special provisions for: - Superannuation - Child Beneficiaries - Vulnerable Beneficiaries - Inheritance Equity - Family Trusts - Life Insurance Payouts - A Business Succession 'Safety Net' RetireLaw is committed to providing all clients with: - The best estate planning legal expertise available in Australia - Experience, sensitivity and family understanding - Free initial consultations and up front lump sum fees - A tailored strategy based around the ‘prevention’ of disputes - Awareness of the purpose / advantages of their estate plan - Ongoing support & service
Views: 23836 Retirelaw Pty Ltd
Basic Strategies of Estate Planning
 
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On Wednesday's Show, Steve and Lou address some of basic planning strategies for estate planning that are common to many potential clients and can be used as a marketing campaign help an advisor build out their business and position their practice as a provider of product and resources in their community. There are several giveaways on the show throughout the series. You can order any of those at thebiz@brokersalliance.com or 1 800 290 7226 extension 147. Special Needs Trust: A properly drafted trust may be used to meet the child's needs without causing a loss of government benefits (most importantly Medicaid). This may be accomplished by including language in the trust that subjects any payments for the child's benefit to the trustee's sole discretion. Life insurance on the parents is the ideal vehicle for funding these trusts because the proceeds become immediately available when they are needed upon the parents' deaths. Estate Equalization The life insurance does not have to exactly equal the value of the business interest Avoid giving heirs passive interests in the business. Business Succession: The four basic transition planning strategies currently utilized: Buy/Sell, Cross Purchase, stock Redemption & Wait n See Trust. A contract that provides for the sale of a business interest upon a triggering event: Addresses issues such as: Events that trigger a sale, parties to the agreement, the purchase price - How and when the payments are to be made - How the price is to be funded. Keeps ownership with the desired parties. Provides a fair price for the business interest. Life insurance funding provides necessary cash. Creates a market for the business interest. Spendthrift Trusts: A spendthrift trust is designed to protect beneficiaries who can't handle the money. Beneficiary's creditors can't reach assets in the trust. Creditors can reach funds given to the beneficiary Solution - The trustee purchases goods and services for the beneficiary. Corporate Status: Sole Proprietorship, Partnership, C Corporation, S Corporation, Limited Liability Company.
Views: 801 BrokersAlliance
Estate Planning : Definition of a Trust
 
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When estate planning, think of a trust as a rulebook and a trustee as a manager under the rules. Find out what a trust is from an estate planning and probate lawyer in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media
Views: 2124 eHow
What is estate planning?
 
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Estate planning is the process where you lay out your instructions as to how your assets should be distributed. Who they are to go to, when they are to go to them and in what form. And of course, you want to do this in a very thoughtful way.
Views: 824 Manulife
What is an Estate Plan and how does it work?
 
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Estate planning basics: estate planning is for everyone - not just the wealthy. You have two basic choices: a Will based plan or a Living Trust based plan. A Living Trust based plan is best for most people because it lets you control who inherits your assets while avoiding probate. A Will does not avoid probate.
Views: 336 Trent Woods
Sam McCullagh | San Francisco Estate Planning Attorney
 
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Sam McCullagh is an Estate Planning Attorney from San Francisco, CA. He's a native San Franciscan - he spent the first half of his career as a trial lawyer, and the second half estate planning. "In estate planning," he says, "trust and credibility is crucial to create the right relationship to do this most important personal and legal work." Sam McCullagh offers a no-obligation introductory session where you discuss estate planning, your situation, his services, and your individual needs. His custom estate plans for a flat fee come from years of experience and results. "Estate planning is about the courage and maturity to take care of yourself, and the people you love.. it's a life plan to create your legacy." Visit http://mccullaghlaw.com for more information. Contact Sam McCullagh at (415) 438-7803 or via email, mcculla@aol.com. Video Production by Stephen Porter Productions, http://stephenporter.com
Views: 877 Stephen Porter
Estate Planning Basics: Don't Make These Major Mistakes
 
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Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estate plan. Peter Keller, CFP® explains several careful consideration you should take into account regarding whether or not outright distributions make sense in your estate plan. Download your free copy of the Estate Plan Organizer here: http://bit.ly/2ie2TNR If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” https://www.youtube.com/subscription_center?add_user=PureFinancialCFP Channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Back to Basics: Estate Planning
 
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Want to legally reduce your tax bill? Tilney's Head of Estate Planning Ian Dyall tells us how - and warns investors to make sure they balance their needs. Morningstar Guest: Ian Dyall, Head of Estate Planning, Tilney http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
Views: 479 Morningstar UK
Estate Planning
 
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Estate planning is not a topic many of us like to think about. However, to help protect your assets and your family during your lifetime, you need an estate plan -- regardless of how large or small your estate may be. Wells Fargo Advisors offers help for getting started
Views: 954 Wells Fargo
California Estate Planning - The Basics of A Trust Administration (What You Need To Know)
 
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Newsletter Video! A simple and straightforward way to explain the process of a typical trust administration. It is never an easy time in your life if your family is going through a death or incapacity. Here are some facts that may help you get through it all a little easier. This video newsletter is a communication to encourage professional employment and intended for educational purposes only. This is not legal advice. For specific questions about your particular situation, please contact an estate planning attorney. Hollis L. Logue, III www.loguelaw.com 408.288.7878
Views: 853 Hollis Logue
Common mistakes in financial planning and investment
 
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Watch complete news story of Money guru for getting detailed updates about the queries in financial planning, investments etc! Zee Business is one of the leading and fastest growing Hindi business news channels in India. The channel has revolutionized business news by its innovative programming and path-breaking strategy of making business news a 24/7 activity as it is not just limited to the stock market. This has made Zee Business your channel to wealth and profit. Besides updated hourly news bulletins, there is a lot to watch out for, whether it be stock market related detailed information, investments, mutual funds, corporate, real estate, travel or leisure. The channel has the most diverse programming portfolio which has positioned it as a channel of choice amongst viewers. By speaking a language of the masses, Zee Business is today the most preferred for business news. Some of the popular shows of Zee Business are: Share Bazar, Mandi Live, Aap Ka Bazar, First Trade, Big Debate etc.
Views: 60509 ZeeBusiness
2015 Australian Rett Conference- Peter Hewish, Estate Planning
 
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2015 Australian Rett Conference. Geelong VIC, Australia
Views: 120 Rett Australia
8 Goals Of A Good Estate Plan | Illinois Estate Planning Explained
 
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We discuss the 8 goals of a good #EstatePlan, including appointment of #fiduciaries, distribution of assets, avoidance of #probate, avoidance of #guardianship proceedings upon mental incompetency, end of life instruction, minimizing #EstateTax, #SpecialNeeds planning, protecting assets from creditors, and #medicaid planning. Subscribe: https://www.youtube.com/channel/UCY4QhGg-zwgUIthoK3EdyjA?sub_confirmation=1 Read the article: https://www.oflaherty-law.com/our-law-blog/the-8-goals-of-a-good-estate-plan More Learn About Law videos, podcasts, and articles: http://www.learn-about-law.com Schedule a Free Consultation or Learn More about O'Flaherty Law: http://www.oflaherty-law.com Please call us today at (630)324-6666 to schedule a free consultation. Like us on Facebook for weekly videos: https://www.facebook.com/oflahertylaw/ O'Flaherty Law has convenient offices located in Downers Grove, Elmhurst, Naperville, Tinley Park, St. Charles, and Lake in the Hills, Illinois, serving DuPage County, Will County, Cook County, Lake County and McHenry County. Its attorneys focus on providing quality legal work, above-and-beyond customer service, and affordable rates in the following practice areas: divorce & family law; estate Planning, wills & trusts; probate & estate administration; litigation, civil law & dispute resolution; business representation & corporate law; guardianship, elder law & special needs law; residential & commercial real estate law; immigration; bankruptcy; and DUI law and traffic & criminal defense.