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In this audio-only podcast, MoneyLetter Publisher Brian Kelly breaks down everything you need to know when it comes to estate planning. From who needs a plan and what is involved in setting up a trust and a will to when your plan should be updated. (0:00) Intro(1:00) Why Estate Planning Is A Must(1:35) Who Is Josh Halpern(2:11) What Happens If You Don't Have An Estate Plan(2:41) Who Needs An Estate Plan(3:11) Wills vs Trusts(3:47) Other Important Estate Documents(4:15) When Should You Update Your Estate Plan(4:38) Passing On Your Values, Not Just Your Money(5:12) Revocable vs Irrevocable Trust(5:38) Estate Taxes(6:09) Gifting While You're Living(6:33) Real Life Example Of Needing An Estate Plan(6:57) Do You Need An Estate Plan If You're Young?(7:26) The Cost of Doing Nothing(7:55) Estate Plan Action Plan(9:09) ConclusionThis information was taken from our sister company Asset Strategy's podcast: https://youtu.be/i1_fI6umvGE?si=KuzRlKlXd_tDumePCONTACT ASSET STRATEGY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFHALF PRICE OFFER FOR NEW SUBSCRIBERS ONLY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFFREE 10 Best Mutual Funds and ETFs Report: https://mailchi.mp/moneyletter/10-best-report-downloadContact MoneyLetter:Toll Free Number: 800 890 9670Email: [email protected]
By MoneyLetterIn this audio-only podcast, MoneyLetter Publisher Brian Kelly breaks down everything you need to know when it comes to estate planning. From who needs a plan and what is involved in setting up a trust and a will to when your plan should be updated. (0:00) Intro(1:00) Why Estate Planning Is A Must(1:35) Who Is Josh Halpern(2:11) What Happens If You Don't Have An Estate Plan(2:41) Who Needs An Estate Plan(3:11) Wills vs Trusts(3:47) Other Important Estate Documents(4:15) When Should You Update Your Estate Plan(4:38) Passing On Your Values, Not Just Your Money(5:12) Revocable vs Irrevocable Trust(5:38) Estate Taxes(6:09) Gifting While You're Living(6:33) Real Life Example Of Needing An Estate Plan(6:57) Do You Need An Estate Plan If You're Young?(7:26) The Cost of Doing Nothing(7:55) Estate Plan Action Plan(9:09) ConclusionThis information was taken from our sister company Asset Strategy's podcast: https://youtu.be/i1_fI6umvGE?si=KuzRlKlXd_tDumePCONTACT ASSET STRATEGY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFHALF PRICE OFFER FOR NEW SUBSCRIBERS ONLY: https://simplecirc.com/subscribe/moneyletter-com?source=12HALFFREE 10 Best Mutual Funds and ETFs Report: https://mailchi.mp/moneyletter/10-best-report-downloadContact MoneyLetter:Toll Free Number: 800 890 9670Email: [email protected]