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Three Key Elements of Smart Estate Planning
Manage episode 410040700 series 2834060
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How confident are you about what will happen to your assets—and your loved ones—after you’re gone?
On the latest installment of Advance Your Wealth, we’re looking at a truly important topic: your estate plan and whether it’s set up to get the results you want. In particular, we’ll be focusing on three main components of an estate plan that can potentially position most families for success.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:37 - Why this topic is becoming so important among investors and families
3:05 - The delicacy involved in estate planning efforts
4:24 - The three key areas of estate planning
5:23 - What makes a will a foundational piece of estate planning
6:51 - Navigating trusts and how they can impact a family's estate planning
9:52 - How to decide if a trust makes the most sense for you and your family
12:36 - The fiduciary you choose to work with on your estate plan
15:37 - Your estate plan can get out-of-date rather quickly
17:20 - How to get in touch with Homer and his team
19:20 - Closing remarks
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