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

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Icon Credits
SALARY Money icons created by Freepik
WILL Will icons created by Smashicons
SAVINGS Family icons created by Flat Icons
OLD Old icons created by Freepik

Long-Term Care Planning

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Long-Term Care Planning

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

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