Create a Legal Plan
Minimize Burdens - Manuals of Instruction
In order to minimize the burdens on your fiduciaries, your agents need a manual of instructions – and it should come from you! This manual of instructions can be written right into your legal documents. This video takes a look at the key areas to map out.
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