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Should you update old beneficiary designations?.

Estate Planning Strategies

Release Date: 09/23/2019

#128 | Don’t forget the final step! show art #128 | Don’t forget the final step!

Estate Planning Strategies

Don’t forget the final step! -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to...

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#127 | Should I even start estate planning right now given the “shelter at home” order? show art #127 | Should I even start estate planning right now given the “shelter at home” order?

Estate Planning Strategies

Should I even start estate planning right now given the “shelter at home” order? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core...

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#126 | The WRONG time to get estate planning. show art #126 | The WRONG time to get estate planning.

Estate Planning Strategies

The WRONG time to get estate planning. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of...

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#125 | Why is it so hard to create an estate plan? show art #125 | Why is it so hard to create an estate plan?

Estate Planning Strategies

Why is it so hard to create an estate plan? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination...

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#124 | Who needs estate planning? show art #124 | Who needs estate planning?

Estate Planning Strategies

Who needs estate planning? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to...

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#123 | 5 things a revocable trust can do that a Will can’t. show art #123 | 5 things a revocable trust can do that a Will can’t.

Estate Planning Strategies

5 things a revocable trust can do that a Will can’t. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2....

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#122 | Does everyone need a power of attorney? show art #122 | Does everyone need a power of attorney?

Estate Planning Strategies

Does everyone need a power of attorney? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of...

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#121 | What is probate and why do people want to avoid it? show art #121 | What is probate and why do people want to avoid it?

Estate Planning Strategies

What is probate and why do people want to avoid it? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2....

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#120 | Do I need to worry about estate taxes? show art #120 | Do I need to worry about estate taxes?

Estate Planning Strategies

Do I need to worry about estate taxes? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of...

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#119 | Does a revocable trust give you asset protection? show art #119 | Does a revocable trust give you asset protection?

Estate Planning Strategies

Does a revocable trust give you asset protection? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s., it would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estatemeeting.com If you want to talk more about probate: https://probatemeeting.com -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2....

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Should you update old beneficiary designations?
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