Categories
Long-Term Care Planning

Episode 77: Estate Planning To Protect Your Spouse And Congressional Updates with Will Andersen [Video]

For further information go to: www.jenniferjhammond.comAttorney William E. Andersen, Jr. is the President and Managing Partner of The Andersen Firm. What makes Will a favorite among clients is his ability to present concepts both clearly and concisely, whether it is in the realm of estate planning, funding, asset protection, or estate settlement and probate.Will is a contributing author to the firm’s publication on Current Events for Financial Advisors. His research on estate planning techniques has proven beneficial for both the financial advisors with whom the law firm partners and for clients of The Andersen Firm.Attorney Will Andersen is a member of the New York Bar and WealthCounsel, and he is a candidate to sit for the Florida Bar. He received his J.D. from the Maurice A. Deane School of Law at Hofstra University, Hempstead, NY and his B.S. from Flagler College, St. Augustine, FL.

Categories
Long-Term Care Planning

Understanding the Key Terms Used in Estate Planning – Part 2 | Estate Planning | Estate Planning 101 [Video]

Hello everyone! In today’s video, we’re discussing a few terms in estate planning. If you are interested in securing your legacy through estate planning, then one important aspect is understanding the key terms used in estate planning. So, there are quite a few terms you should be familiar with and we are defining key terms used in estate planning.WATCH MORE LIKE THIS:Understanding the Key Terms Used in Estate Planning – Part 1: https://youtu.be/QnpKXk03J14Elements of an Estate Plan: https://youtu.be/Xb3x-J3_brUWhy You Need an Estate Plan: https://youtu.be/pN7Sfj8j7W8************************************************************************Florant Law Group LLC (Your Legacy Bestie™) was founded by our managing attorney, Shamala Florant, Esq. (aka Shama). Attorney Shama has operated in the digital space for well over a decade and as a lawyer, entrepreneur, and content creator, she understands how all of these different roles interplay with each other from a legal perspective.⚖️________✨OUR MISSION: We focus on helping digital entrepreneurs, online business owners, content creators, influencers, and anyone operating in the digital space, create and protect their legacies today for a secure tomorrow. _________✨FAQs:What services do you offer? We provide legacy planning services that focus on estate planning, business succession and business law (formation, contract/agreement drafting, and reviews), IP (Trademarks and Copyrights), and Real Estate)In what states do you offer legal services? Shama is licensed in the states of NY and NJ so the majority of our services are performed specifically within those states. However, we perform our IP services on a federal level and we take clients in all 50 states.__________✨BOOK A CONSULTATION:Book a consultation: https://florantlawgroup.com/schedule-a-consultation/_________✨STAY CONNECTED:WEBSITE: www.florantlawgroup.comINSTAGRAM: https://www.instagram.com/yourlegacybestie/SHAMA’S INSTAGRAM: https://www.instagram.com/theunapologetichappylife/FACEBOOK: https://www.facebook.com/florantlawgroup________‼️ DISCLAIMERS:☞ We do not own the rights to any music in this video and proper credit has been given where appropriate.☞ Although we are a law firm and our attorney(s) appear throughout the videos, the videos posted on this channel are for entertainment and informational purposes only and do not constitute legal advice. Your engagement with this channel through comments, watching content, or otherwise, does not create an attorney-client relationship with the firm or any of its attorneys. ☞ The information shared throughout this channel is based on our own opinions and experiences and does not constitute professional advice of any sort. Please be sure to consult with the appropriate professional in your jurisdiction before taking any action or making any decision based on information obtained from this video.☞Some links posted on this channel may be affiliate links. That means that we get a small percentage of money if you purchase either the exact product linked or any other product through the link provided but the price you pay is not affected in any way.

Categories
Long-Term Care Planning

18.2. Common Questions about Estate Planning [Video]

Kate Kelso is Founder & Chief Legal Counsel at The Law Offices of K. Kelso, RLLP, specializing in estate planning and general contracts, Licensed Mediator, Notary Public.Kate Kelso, Esq., prioritizes clients during the estate planning process, promotes and facilitates communications, and keeps fees transparent. Kate’s top priority is that her clients fully understand their documents and that their estate plans represent exactly what they want for themselves and their beneficiaries. Kate believes everyone deserves a well-written, thorough will and trust for all of the complex pieces of their life. She has experience in probate, general business contracts, small business formation, special needs trusts, advanced asset protection, pre/postnuptial agreements, and incapacity planning, amongst others.Website: https://www.KKelsoLaw.comInstagram: https://www.instagram.com/k.kelsolawFacebook: https://www.facebook.com/KKelsoLawLinkedIn: https://www.linkedin.com/in/katekelsoSanjay Sabarwal focuses his practice in the areas of Employment Law, Family Law and Personal Injury Law. Mr. Sabarwal has experience in Business Law, Wage Compensation, Partnership Disputes and Mediation. Mr. Sabarwal has been the Co-Owner and House Counsel for Ziba Beauty, member of the American Bar Association, Los Angeles Bar Association, South Asian Bar Association and Orange County Bar Association. He also serves on the Advisory Board for Youth Business Alliance, which connects entrepreneurs to speak at underserved schools in Los Angeles County. He is also a board member for the Artesia Chamber of Commerce.If you have questions or need some advise on how to handle a legal situation.Sicial links:➣facebook: https://www.facebook.com/Sabarwallaw➣Instagram: https://www.instagram.com/sabarwallaw➣ Twitter: https://www.twitter.com/sabarwallawContact Information For bookings and My Blog:…………………………………..Sanjay Sabarwal, EsqSabarwal Law17832 Pioneer BlvdArtesia, CA 90701✉︎ sanjay@sabarwallaw.com✆: (562) 250-4471Fax: (562) 684-4107https://sabarwallaw.com/

Categories
Long-Term Care Planning

Should Financial Consultants go into Estate Planning? | Eugene Soo [Video]

Hey Financial Consultants! For many of us, we have probably considered one thing: elevating your career and breaking through into the Estate Planning practice. Watch this video first! Although it looks and sounds glamourous to be an Estate Planner, you must consider some things before you jump in. What is a good time to start? Do I have the things that I need? At my stage, will this actually add value to my clients?In this video, I’ll go over the things you must consider, and pitfalls you may face. After that, you can decide if Estate Planning is for you now.

Categories
Long-Term Care Planning

Trust & Estate Planning. Attorney Lakisha Anderson 09.02.2021 [Video]

Understanding Trust, Estate Planning, Elder Care, and are you and your family ready and prepared for life-changing circumstances called death? Come out to this live free interactive virtual session and get your questions answered.This THOUGHTFULL THURSDAY is a review with Attorney LaKisha Anderson with Ledbetter Anderson on September 2, 2021, at 6:00 p.m. in a recorded virtual session by Redemption & Restoration Fellowship Church. An Open and free session to the public. This is a virtual session where you can log in regardless of where you are. Just pick up your phone and call 1 (872) 240-3212 ACCESS CODE 846 660 861# or log in to see the live session JoinGoToMeeting.com Access Code 846 660 861. Details are also in the video. This could change your life. Share with your friends. Let’s talk and you can ask the questions. ALL TIMES ARE CENTRAL STANDARD TIME ONLY.

Categories
Long-Term Care Planning

Items Married Couples Should Discuss Before Meeting with an Estate Planning Attorney [Video]

Hear from top elder law attorney Lynn St. Louis, founder of Elder Law Group PLLC, as she reviews what items married couples should discuss before meeting with an Estate Planning Attorney. Elder Law Group PLLC is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration.

Categories
Long-Term Care Planning

The Three P’s of Estate Planning [Video]

The Three P’s of Estate PlanningIn this episode, Chris Berry discuss: The Three Important P’s of Estate Planning ___________________________________________________________________________Attorney and Financial Advisor Chris Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here https://bit.ly/2VaojOK​​​​​​ or give our office a call at 844-885-4200.Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy.With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is important through their Retirement and Legacy Blueprint Process.For more info visit,https://michiganestateplanning.com/​​​​

Categories
Retirement Planning

Roth IRA or Roth Conversion, is it right for you? [Video]

0:20 – Is a Roth IRA or Roth Conversion right for you today or in future0:58 – Taxes and distribution1:45 – Required Minimum Distribution (RMD)Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group.As an advocate for her business clients and member of NAIFA (National Association of Insurance and Financial Advisors) she has been educating the public since her role as VP-Financial Consultant at Charles Schwab in 2008. She is on the board of two small businesses, one in NY and one in Virginia. She lives in Reston with her husband, two children and their rescue dog. finance personal finance financial wellness financial wellness tipsFollow Knowledgeable Aging:Facebook: https://www.facebook.com/Knowledgeable-Aging-102638398162823Twitter: https://twitter.com/KnowledgeAgingInstagram: https://www.instagram.com/knowledgeableaging/LinkedIn: https://www.linkedin.com/company/knowledgeable-aging/?viewAsMember=trueSpotify: https://open.spotify.com/show/05OHF9FkmhzCO5PDsyGfGqNewsletter: https://www.knowledgeableaging.com/newsletter/

Categories
New Parents

How to organize your financial files in 5 steps [Video]

If something happened to you, would your family know what to do with your finances? Get your personal finances in order with our easy 5-step method.The privacy of our customers is important to Principal. The names and data used in this video are not real and were used to help illustrate the importance of having organized financial files.

Categories
Long-Term Care Planning

Ask the Experts about Nursing Home Asset Protection With Texas Medicaid [Video]

Brandon sits down with special guest speaker Les Berry to discuss Nursing Home Asset Protection using Texas Medicaid. ~ What’s a countable resource or uncountable resource in the Texas Medicaid world~ How Medicaid Estate Recovery Program (MERP) really works ~ Why law offices take longer to file the Medicaid application versus a nursing facility pressuring someone to turn in the application faster~ What qualifies as proof during the Medicaid application process~ What is a Miller Trust and how does it work~ Different types of Medicaid programs offered through the State of Texas******************If you would like a free personal one-hour consultation please call 817.899.3286 or visit https://mcgeelawdfw.com/contact-us/Follow usFaceBook: https://www.facebook.com/McGeeLaw Instagram: https://www.instagram.com/mcgeelaw_estate_planning/ LinkedIn: https://www.linkedin.com/company/mcgee-law-dfwThis channel is for informational purposes only and does not provide legal advice. Using this site or communicating with the McGee Law Firm, through this site does not form an attorney/client relationship.

Categories
Long-Term Care Planning

ADK Long Term Care Part 2 revised [Video]

Financial Planning World (FPW) is a healthy community of experienced, independent advisors pursuing excellence in financial planning, business management, and life. FPW is designed for sharing best practices & learning from each other. There are a variety of supplemental resources: paraplanner support, coaching, centralized compliance, best practice sharing and access to succession planning.Schedule an appointment with Us: http://financialplanningworld.com/