Comprehensive Retirement Planning Series  05 – Create a Legal Plan Create a Legal Plan – Wrap Up

Create a Legal Plan

Create a Legal Plan - Wrap Up

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This video recaps the ground you covered in the Create a Legal Plan lesson. You learned how to protect your assets through the use of wills and trusts, and minimize burdens on your loved ones through the use of legal documents
You learned how to create Manuals of Instruction for your agents that detail your decisions with regard to how you would like your finances and health managed, and listed the resources your agents can turn to for assistance in their responsibilities.
In the final topic in this lesson, find a list of legal professionals who can help you implement the legal portion of your LifePlan.

In this academy

Comprehensive Retirement Planning Series  05 – Create a Legal Plan Create a Legal Plan – Wrap Up

Protect Assets – Wills vs Trusts

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Protect Assets – Introduction to Safe Harbor Trusts

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Protect Assets – Protecting Assets from Long-Term Care Costs

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Protect Assets – Protections for Surviving Spouses and Heirs

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Protect Assets – Protections from Estate Tax

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Protect Assets – Protections for Inheritances

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Protect Assets – Align Beneficiaries

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Minimize Burdens – Estate Planning

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Minimize Burdens – Manuals of Instruction

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Pause to Plan

Legal Blueprint

Protect Assets

Wills vs Trusts

I am interested in utilizing a Trust to protect my assets from the following threats: (select all that apply):
I would like to meet with an Elder Law Attorney to learn which trusts are best for me: (select one)

Introduction to Safe Harbor Trusts

I plan to consult with my Attorney about the creation of: (select all that apply)
I would like to meet with an Elder Law Attorney to learn the best way to protect assets from long-term care costs: (select one)

Protection from Uncovered Long-Term Care Costs

I plan to take the following actions to protect assets from long-term care costs: (select as many as apply)
I would like to meet with an Elder Law Attorney to learn the best way to protect assets from long-term care costs: (select one)

Protections for Surviving Spouses and Heirs

I am concerned about protecting the assets of my surviving spouse and/or heirs: (select one)
I plan to establish a Safe Harbor Trust to keep assets I’ve left to my surviving spouse out of reach of predators.
I would like to meet with an Elder Law Attorney to learn the best way to protect the assets of my surviving spouse and/or heirs: (select one)

Protections from Estate Tax

The size of my estate is large enough that estate taxes will be a concern: (select one)
I plan to establish a Safe Harbor Trust that keeps the taxable estate below the threshold of estate taxes.
I would like to meet with an Elder Law Attorney to learn the best way to protect my estate from estate taxes: (select one)

Protections for Inheritances

I am concerned about the following inheritance scenarios: (select as many as apply)
I plan to establish a Safe Harbor Trust to create protections for the assets I intend to leave my heirs: (select one)

Align Beneficiaries

I plan to consult with my Attorney to align the following beneficiary designations: (select all that apply)

Minimize Burdens

Estate Planning

I plan to minimize burdens on others by acquiring the following: (Select all that apply)
I would like to meet with an elder law/estate planning attorney to help me create my estate planning documents:

Fiduciaries

When selecting fiduciaries: (Select all that apply)

Manuals of Instruction

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Comprehensive Retirement Planning Series  05 – Create a Legal Plan Create a Legal Plan – Wrap Up
Comprehensive Retirement Planning Series  05 – Create a Legal Plan Create a Legal Plan – Wrap Up

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