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Estate planning may differ state-to-state
A Will is only one of multiple pieces of a complete estate plan
What if you develop a major medical condition???
Revisit your estate documents every few years
Probate is the process by which the state court system will oversee the administration of your estate upon your death
Assets that pass by contract stay private
Married assets can be owned as "Joint Tenants With Rights of Survivorship"
A Trust is a big bucket that is its own legal entity distinct from you
Assets in a trust stay out of your will, out of the court system and out of probate
There are A LOT of tax minimization strategies in estate planning
What Will Estate Attorney Discuss
Four Parts of Livestream
Why People Create an Estate Plan
Married Couples Who Create an Estate Plan
Homework
What Does Your Family Tree Look Like?
What Do You Own?
What Is Your Net Worth?
Who Inherits When You Die?
Will Your Heirs Inherit Outright or In Trust?
Who Will Be In Charge When You Die?
What Happens When First Spouse Dies?
Who Handles Your Money When You Can't?
Who Makes Your Medical Decisions?
Do You Want To State Your Life Support Machines Wishes?
Will Plan or Living Trust Plan?
Is There Anything On Your Mind That The Attorney Did Not Ask You About?
Do You Want To Get Started?
Case Study - The Brady Bunch
If You Want To Get Started
Introduction to the importance of end of life and estate planning
Discussion on the consequences of not having a healthcare proxy
Explanation of probate process and its potential issues
Importance of specifying guardianship for minor children
Advice on setting up a will and healthcare proxy
Introduction to the concept of a trust
Personal example of setting up a trust
Explanation of key terms in estate planning
Final emphasis on the importance of planning and its benefits