Create a Legal Plan
Minimize Burdens - Fiduciaries
Choosing your fiduciaries can be one of the most important and delicate aspects of planning. Your fiduciaries will be legally empowered to act on your behalf when you are no longer able to do so yourself, both in life and death. Because of this, it is important that you choose fiduciaries you can trust completely, and that you communicate your wishes with them. This video takes a closer look at this important aspect of the legal planning process.
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