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Long-Term Care Planning

Estate Planning Attorney Burnsville – Incapacity Planning [Video]

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Estate Planning Attorney Burnsville – Incapacity Planning

Estate Planning Attorney Burnsville – Incapacity Planning

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00:00 – Incapacity Planning
01:34 – Estate Planning Attorney Burnsville

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Estate Planning Attorney Burnsville – Incapacity Planning

Incapacity Planning
No estate plan is complete without planning for the possibility of being rendered unable to make financial or personal decisions for yourself. Without this essential component of estate planning, loved ones can be left fighting for the right to take care of you and your finances in a costly and stressful court proceeding.

While many of us would like to think that we will remain in a sound physical and mental state throughout our entire lives, as the alternative can be scary to think about, the reality is that continuing without an incapacity plan can be disastrous. Taking the time to authorize the right people to make important decisions on your behalf in the event you are not able to do so yourself is essential. You want to ensure that both financial and health care decisions can be made by someone you trust, not a third party.

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Estate Planning Attorney Burnsville – Incapacity Planning

Categories
Long-Term Care Planning

Webinar: Estate Planning with Life Insurance [Video]

Watch a replay of our webinar featuring Michael Salad of Cooper Levinson as he discusses estate planning with life insurance. He reviews irrevocable life insurance trusts for insurance policies, including hybrid long-term care and survivor policies. This webinar also includes tips on how insurance can be used to pay taxes at death, with information on estate tax and generation-skipping transfer tax.

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Long-Term Care Planning

Why Adding Estate Planning To Your Sales Process & Marketing Will Grow Your Business [Video]

Ryan Polimeni shares the importance of Estate Planning, and how including it as part of your sales process and marketing can keep your clients coming back, uncover money, and ultimately boost your business. Level Up Advisors academyhttps://ryanpolimeni.thinkific.comRyan’s Seven-Figure Coaching Systemhttps://www.ryanpolimeni.com/coachingwww.RyanPolimeni.comFacebook: https://goo.gl/6U4TRQTwitter & IG: @RyanPolimeniLinkedin: https://goo.gl/Kfn5ueAs the owner of Polimeni Tax & Financial Group, LLC, Ryan’s vast experience with financial planning allows him to create a personalized one-on-one financial plan that best suits his client’s needs. Ryan’s top priority is understanding his client’s needs, goals, and objectives to help create a clear, concise path to achieving financial retirement success. Ryan’s passion for educating people on topics of finance is what separates him from the rest of the financial world. His educational seminars, podcasts, and educational websites prove just that.Ryan created the FedMade Simple brand to help take the complexity out of the complex world of understanding federal benefits. As a Registered, Federal Retirement Consultant, Ryan’s training and skillset put him in a category of less than 500 FINRA registered advisors in the United States who are certified to work with federal employees.Ryan has partnered with TOP CPAs, Tax Consultants, and Estate Planning attorneys to bring his clients the full financial planning and tax preparation resources they need all under one roof.

Categories
Long-Term Care Planning

The Best Estate Planning Article Ever Written [Video]

I have to admit, I have written lots of estate planning articles. Some are better than others. But… This is by far my best estate planning article. I could wow you with legalese. I could tout my degrees and my accolades. However, the best estate planning decision you will ever make is to actually take the step to get organized and get your affairs in order. That’s a decision I can’t make for you. You can lead a horse to water and all that.Schedule your FREE consult: mcelderlaw.com/scheduling#estateplanning #elderlaw #lawyer #attorney #realestate #will #trust #powerofattorney #probate #savingthefarm #lawyergreg