Categories
Long-Term Care Planning

Financial Education: Financial Planning II (Spring 2022) [Video]

Watch/Read More

Financial Education: Financial Planning II (Spring 2022)

Welcome to the Financial & Estate Literacy workshop series.
This video’s topic is “Financial Planning II”
This is video 6 out of 6 for the “It’s Your Money” series.

~ By Peter Kote, Don Vivrette, Laura Tarbox

Download the PDF presentation used in this video, click here:
➡️ https://itsyourmoneyandestate.org/wp-content/uploads/2022/02/IYM-Presentation-Spring-2022-Laura-Tarbox.pdf

To watch the entire “It’s Your Money” series:
➡️ https://youtube.com/playlist?list=PLcxVcKyxWHUUl03TIf-UdZcGs6MLvmI2Z

To watch the entire “It’s Your Estate” series:
➡️ https://youtube.com/playlist?list=PLcxVcKyxWHUUiOCYmrXFwF-_59JIzwprD

– For all materials in this presentation, please visit our website and select ‘workshops’
➡️ https://www.iyme.org

– For question & comments:
➡️ Trevor@itsyourmoneyandestate.org

———————
Who we are ?
———————
Financial and Estate Literacy (FEL)

We are a non-profit dedicated to preventing financial abuse by educating people to take control of their financial, estate, and charitable giving decisions; and each spring and fall we conduct our It’s your Money and It’s your Estate workshop series which consists of six 90-minutes video workshops per series.

www.iyme.org

~ 501(c)3 org EIN 46-1117177

———————————————————————————-
Our Charitable Sponsors for the Spring 2022 series:
———————————————————————————–
American Heart Association, Chapman University, CHOC Children’s Foundation, City of Orange Public Library Foundation, Financial & Estate Literacy, Hemlock Society of San Diego, In Defense of Animals, Laguna Beach Seniors, Laguna Canyon Foundation, Mary’s Path, Newport Beach Public Library Foundation, OC Ronald McDonald House, Pacific Symphony, Providence Mission Hospital Foundation, Susan G. Komen®, The Blue Bell Foundation For Cats.

#FinancialEducation #FinancialLiteracy #FinancialPlanning #FinancialFreedom #PersonalFinance

Most Popular Posts Today

What are some dangers when you fail to ESTATE PLAN? | Estate Planning with Attorney Paul Knudsen [Video]
►
Categories
Long-Term Care Planning

What are some dangers when you fail to ESTATE PLAN? | Estate Planning with Attorney Paul Knudsen [Video]

The Dangers of Failing to PlanAccording to the AARP, only 60% of people over the age of 50 even have basic wills. Only 45% of people have durable powers of attorney, 30% have health care directives, and only 23% of these people have living trusts. In other words, the vast majority of people don’t even have the very basic and minimum estate planning documents that they need to plan for future generations. The benefits of a proper plan are numerous. For example, you may be able to minimize or avoid probate matters entirely with the proper plan. Through basic planning, married couples can reduce or even eliminate estate taxes by setting up a be trusts as part of their wills or revocable living trusts. Perhaps most importantly, you can avoid a mess down the road. Choosing someone to be in charge in case you become mentally incapacitated for example can spell out exactly what happens if and when that day comes. Being clear and concise with an estate plan can also minimize the chances of disputes in family members and costly probate court proceedings. Even the best people sometimes get funny when it comes to money. A proper estate planning plan can go a long way to promote family harmony later on.Need help Planning Your Estate? Better call Paul 800-800-4300 for Denmon Pearlman Law.

Most Popular This Week

This vlog contains an auto-curated collection of videos. The videos in this vlog do not necessarily reflect our opinion.