Categories
Long-Term Care Planning

Estate Planning: What Not To DO! [Video]

Watch/Read More

Estate Planning: What Not To DO!

Learning from professional artists, musicians, radio personalities, and philanthropists what to do, and what not to do. Quick Question: Have you gotten your Estate Planning done for the year?

Did you update the beneficiaries list, addresses, bank accounts, fine art, cryptocurrency and other digital and tangible assets titled in the name of the Trust?
Whew! If you answered yes to all of the above, I take it you also, updated your burial, cremation, and specific distributions also done too? Yes or No? If you’re not planning these things out, your planning to fail in the afterlife and leave an inheritance that can totally be avoided.

To check out the Forbes article, and decide for yourself, click the link below.
https://www.forbes.com/sites/matthewerskine/2021/06/18/lessons-to-be-learned-from-failed-celebrity-estates/?sh=661f40c47f69

Categories
Long-Term Care Planning

The Art of Legacy Planning, Episode 2 – Build Back Better Update [Video]

David T. Phillips, CEO, Estate Planning SpecialistsRichard Durfee, Founder and Senior Partner, The Durfee Law GroupTodd Phillips, President, Estate Planning SpecialistsMelodie Durfee, President, Legacy Global Foundationwww.epmez.com 1-888-892-1102 www.durfeelawgroup.com 1-480-324-8000 Order your estate analysis here:https://shop.epmez.com/products/estate-planning-solutions-suitehttps://shop.epmez.com/products/estate-planning-solutions-suite-retirement-analysisGet access to the reports mentioned in this video here: Use Coupon Code "TAOLP" at Checkout for a Half off these reports:The Art of Legacy Planning, Episode 1 https://youtu.be/XprpZb5HRH4Disinherit the IRS Report with link https://shop.epmez.com/products/disinherit-the-irs-reportBombshell Battle Plan Report - https://shop.epmez.com/products/the-bombshell-battle-plan-how-to-defend-against-the-irs-secret-weapon-post-2020-election-and-secure-act-preorderEstate & Tax Planning After The Election Video https://youtu.be/RRZ3wy8vt3A