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THE BASICS OF ESTATE PLANNING YOU CANNOT TAKE IT WITH YOU…BUT you can determine who gets it and who doesn’t!!!
Send us a text
Estate Planning is not JUST for the rich and the very old. Creating an estate plan is an essential task for every adult and understanding what an estate plan is and what specific kinds of issues your plan might address is the first step.
Here are some HIGHLIGHTS from this episode.
03:05 You have an estate plan, and you don’t know it….
05:41 What is estate planning?
07:33 What is an estate?
10:00 The importance of estate planning
13:25 The difference between estate taxes and inheritance taxes
14:40 What is probate?
20:15 What is a letter of instruction?
21:50 What are powers of attorney?
23:08 What are advance medical directives?
23:55 What is a will?
26:03 Where should you keep your will?
27:22 What are trusts?
29:01 The importance of estate planning
31:27 Get your free estate planning resource
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
Estate Planning is not JUST for the rich and the very old. Creating an estate plan is an essential task for every adult and understanding what an estate plan is and what specific kinds of issues your plan might address is the first step.
Here are some HIGHLIGHTS from this episode.
03:05 You have an estate plan, and you don’t know it….
05:41 What is estate planning?
07:33 What is an estate?
10:00 The importance of estate planning
13:25 The difference between estate taxes and inheritance taxes
14:40 What is probate?
20:15 What is a letter of instruction?
21:50 What are powers of attorney?
23:08 What are advance medical directives?
23:55 What is a will?
26:03 Where should you keep your will?
27:22 What are trusts?
29:01 The importance of estate planning
31:27 Get your free estate planning resource
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.