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Long-Term Care Planning

Estate Planning, Will & Financial Sustainability | What you should know [Video]

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Estate Planning, Will & Financial Sustainability | What you should know

Despite what you may think, estate planning isn’t just for the elderly. Estate planning is the process in which one plans for the unexpected, whether it be death, disability, or incapacity. In this video “Estate Planning, Will & Financial Sustainability | What you should know,” we cover the basics of estate planning basics. From different types of Trusts to Will, Financial Sustainability to asset protection, we’ve got you covered.

Project collaborator: Benjamin Meyer, MD University of Washington

⌚️ Time Stamps
0:00 Introduction
0:50 Estate Planning
1:23 What is a Trust?
1:54 Types of Trust
1:55 Revocable Trust
2:45 “Tenants by the entirety”
3:11 Irrevocable Trust
3:35 Testamentary Trust
3:54 Understanding “Step-Up in Basis”
4:12 All about beneficiaries
5:10 Will
6:01 Financial Sustainability
7:11 What is a “Gift” in the legal sense
10:15 “Stretch” Roth IRA
11:00 How to plan for your Medical Care in old age?
11:21 Protecting your assets esp from Malpractice Lawsuits
12:22 Withdrawl rate for early retirement

My complete Personal Finance Playlist link
https://youtube.com/playlist?list=PLozJwZBNB5YsOtIDGAZepZEAjRH3FjDa3

Icon Credits
SALARY Money icons created by Freepik https://www.flaticon.com/free-icons/money
WILL Will icons created by Smashicons https://www.flaticon.com/free-icons/will
SAVINGS Family icons created by Flat Icons https://www.flaticon.com/free-icons/family
OLD Old icons created by Freepik https://www.flaticon.com/free-icons/old

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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)