Create a Legal Plan
Minimize Burdens - Estate Planning
In addition to your Will or Trust, you will need other legal documents as you plan for your future, including a Health Care Power of Attorney, a Financial Power of Attorney, a Mental Health Advance Directive, and a Living Will/Advance Directive. This video gives you a closer look at each document and the role it plays in minimizing burdens for your loved ones.
In this academy
Protect Assets – Wills vs Trusts
Protect Assets – Introduction to Safe Harbor Trusts
Protect Assets – Protecting Assets from Long-Term Care Costs
Protect Assets – Protections for Surviving Spouses and Heirs
Protect Assets – Protections from Estate Tax
Protect Assets – Protections for Inheritances
Protect Assets – Align Beneficiaries
Minimize Burdens – Estate Planning
Minimize Burdens – Fiduciaries
Minimize Burdens – Manuals of Instruction
Create a Legal Plan – Wrap Up