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Estate Planning Checklist to Do Before You Die – Arietta Law: Walnut Creek Estate Planning Services [Video]

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Estate Planning Checklist to Do Before You Die – Arietta Law: Walnut Creek Estate Planning Services

https://ariettalaw.com/2022/03/estate-planning-checklist-to-do-before-you-die/
This pre-death checklist will get your affairs in order.
When Aretha Franklin died intestate—without a legal will—in 2018, she joined a surprisingly long list of famous people, including Prince, who also did the same.

By not preparing an estate plan, she made the task of settling her affairs more complicated for her survivors. While your estate may not be as large or complex as a famous singer’s, it’s still important to have a plan in place in the event of your death.

KEY TAKEAWAYS
There’s more to estate planning than simply writing a will. Accounting for all of your assets and wishes will ensure your plan is executed smoothly after your death.

Keeping written lists (and informing your estate administrator of the location of those lists) will make sure no assets or wishes get left out.
By designating beneficiaries on retirement accounts and completing the transfer on death designations on other accounts, you can keep those assets from passing under the will.

More Than a Last Will and Testament
Estate planning goes beyond drafting a will. Thorough planning means accounting for all of your assets and ensuring they transfer as smoothly as possible to the people or entities you wish to receive them. Along with implementing your plan, you must make sure others know about it and understand your wishes.

Not sure how to get started? Follow this checklist, and you’ll have covered most, if not all, of your bases. https://ariettalaw.com/2022/03/estate-planning-checklist-to-do-before-you-die/

Procrastination is the biggest enemy of estate planning. While none of us likes to think about dying, improper or no planning can lead to family disputes, assets getting into the wrong hands, long court litigation, and excess money paid in estate taxes.34 So pick a time to get started. To quote Benjamin Franklin, “By failing to prepare, you are preparing to fail.”

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Long-Term Care Planning

Estate Planning Basics in 2022 [Video]

Learn why you need an estate plan, how it works and what happens when you don’t have one.Topics:- Why would I want an estate plan?- What is an estate plan and how does it work?- What happens when I don’t have an estate plan?Speakers:- Eric Harris, Attorney- Nadia Antii, CRPC®Torrance Memorial presents Taking Care of Your Financial Health, a free interactive seminar presented by Torrance Memorial's Professional Advisory Council (PAC).Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.

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Long-Term Care Planning

24 76 Beechnut Lane, Port Dover, Ontario N0A 1N7 (24350159) [Video]

Enjoy a condo lifestyle while owning your own land. Located on an exclusive court, this luxury 1,650 sq.ft. bungalow has a fabulous Nantucket beach house vibe with state-of-the-art construction, finishes and appliances. Everything has been thought of from the stunning design to the custom quality construction and impressive energy efficiency- this house it has it all! Sit back and relax knowing that lawn maintenance, snow removal and forest/waterfront management are all covered by the low monthly condo fee. Set in the prestigious Flats of Black Creek in the beautiful town of Port Dover these 39 custom detached freehold properties comprise 7 acres of the development. The remaining 14 acres of common elements are made up of private Carolinian forest, nature trails and 2,000 feet of river frontage with private docks and homeowner boat slips. If you own a boat, or planning to get one, youll be happy to know that seasonal boat slips cost only $30/linear foot of boat per year. Welcome to Port Dover, one of Ontarios best kept secrets. Experience sunny summer days on the inviting sandy beach, Jazz and blues festivals, Art in The Park and Port Dovers famous Lighthouse Theatre. Centrally located in the Golden Horseshoe, only an hour from Niagara Falls and 90 minutes from downtown Toronto. (id:8119)