Plan Your Estate BEFORE You Need It

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It is so important to set your estate plan in order long before you actually need it.

If you have children and own a home, you are definitely going to want to get yourself an estate plan.

This is done by having a team of people like lawyers, CPA’s and insurance agents. You can often have real estate agents as well, if you end up having multiple real estate properties.

00:00 - Intro.
00:59 - Begin with the end in mind.
01:55 - First step in the plan is to get your team.
03:35 - Have a will.
04:45 - Durable power of attorney.
05:46 - Medical Directives (DNR).
06:41 - Beneficiary Directives.
08:46 - Living Trust
10:07 - Life insurance policies
11:44 - Organizing records
12:33 - Set up your plan BEFORE you need it..

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F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.

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Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at [email protected]. I am not a tax, legal or investment advisor representative.

Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.

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