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ESTATE PLANNING IS MORE THAN JUST A WILL
Send us a text
An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs.
Join me every Thursday at 5:00 pm PST. This Thursday, my special guest, AnnMichelle, an Estate Planning attorney will be going beyond basic Estate Planning as she will be exploring the importance of Estate Planning at any age.
Here are some HIGHLIGHTS from this episode.
03:06 The biggest Estate Planning misnomer
03:39 Estate Planning and special-needs kids
05:08 Why do young adults need to have an estate plan? Is this motivated by COVID-19?
06:51 Why families with minor children need to have an estate plan?
08:53 How does one ensure that this important document is readily accessible?
12:54 Why should empty nesters worry about having an estate plan in place?
16:11 The COVID-19 pandemic has changed the nation's perspective on many things.
18:31 A beautiful poem loaded with words of wisdom
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
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By Marie Jo CaesarSend us a text
An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs.
Join me every Thursday at 5:00 pm PST. This Thursday, my special guest, AnnMichelle, an Estate Planning attorney will be going beyond basic Estate Planning as she will be exploring the importance of Estate Planning at any age.
Here are some HIGHLIGHTS from this episode.
03:06 The biggest Estate Planning misnomer
03:39 Estate Planning and special-needs kids
05:08 Why do young adults need to have an estate plan? Is this motivated by COVID-19?
06:51 Why families with minor children need to have an estate plan?
08:53 How does one ensure that this important document is readily accessible?
12:54 Why should empty nesters worry about having an estate plan in place?
16:11 The COVID-19 pandemic has changed the nation's perspective on many things.
18:31 A beautiful poem loaded with words of wisdom
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.