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Sometimes you make a video that is a must-watch – this is one of those. It is worth the time and investment. Make a cup of coffee or tea, find a comfortable chair, and take the time to listen to a conversation that could have a significant impact on how you go about protecting those people and things you love. There are so many facets and nuances to estate planning.

In this video, we unravel a process that could help you, your spouse, your family, and future generations be better prepared for unforeseen circumstances and life events. The process includes the following:

๐Ÿ. ๐‡๐จ๐ฐ ๐š๐ซ๐ž ๐ฆ๐ฒ ๐ญ๐ก๐ข๐ง๐ ๐ฌ ๐ฆ๐š๐ง๐š๐ ๐ž๐ ๐š๐Ÿ๐ญ๐ž๐ซ ๐ˆ’๐ฆ ๐ ๐จ๐ง๐ž
โœ…ย Understanding my financial projections and reports
โœ…ย What do I have today and what will I have in the future
โœ…ย What is the best way to leave my heir’s assets? How much is too much?
โœ…ย What kind of family issues or dynamics might surface if not prepared correctly?

๐Ÿ. ๐๐ซ๐ข๐จ๐ซ๐ข๐ญ๐ข๐ณ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐š๐ ๐ž๐ง๐๐š ๐š๐ง๐ ๐ฐ๐ข๐ฌ๐ก๐ž๐ฌ
โœ…ย What would you like to happen with your assets, home, and valuable items?
โœ…ย Who receives what? Why? When? How?

๐Ÿ‘. ๐ˆ๐ฆ๐ฉ๐ซ๐จ๐ฏ๐ž ๐ญ๐ก๐ž ๐ฉ๐ซ๐š๐œ๐ญ๐ข๐œ๐š๐ฅ๐ข๐ญ๐ฒ ๐จ๐Ÿ ๐ฐ๐ก๐š๐ญ ๐ฒ๐จ๐ฎ ๐š๐ซ๐ž ๐ญ๐ซ๐ฒ๐ข๐ง๐  ๐ญ๐จ ๐š๐œ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ข๐ฌ๐ก
โœ…ย Are there better or more strategic ways to help you accomplish your wishes?
โœ…ย Understanding your family dynamic and personalities of your heirs or dependents
โœ…ย How could we protect your heirs from themselves (if necessary)?

๐Ÿ’. ๐Œ๐ž๐ž๐ญ ๐ฐ๐ข๐ญ๐ก ๐š๐ญ๐ญ๐จ๐ซ๐ง๐ž๐ฒ
โœ…ย Once we’ve done the prep work, we now have an attorney help draft and prepare appropriate documents
โœ…ย Coordination with your attorney to ensure work is completed and accurate
โœ…ย This prep work process helps save you money in the long run

๐Ÿ“. ๐‚๐จ๐ง๐ญ๐ข๐ง๐ฎ๐š๐ญ๐ข๐จ๐ง ๐จ๐Ÿ ๐ฐ๐จ๐ซ๐ค๐ข๐ง๐  ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฉ๐ฅ๐š๐ง๐ง๐ž๐ซ
โœ…ย Your financial planner will reassess your estate plan every few years or as life changes in order to ensure your plan is appropriately updated
โœ…ย There are practical ways to update your wishes without having to go see an attorney and racking up planning costs

๐„๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ข๐ฌ ๐š ๐œ๐ซ๐ฎ๐œ๐ข๐š๐ฅ ๐œ๐จ๐ฆ๐ฉ๐จ๐ง๐ž๐ง๐ญ ๐จ๐Ÿ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  – ๐ฒ๐จ๐ฎ ๐๐จ ๐ง๐จ๐ญ ๐ฐ๐š๐ง๐ญ ๐ญ๐จ ๐œ๐ฎ๐ญ ๐œ๐จ๐ซ๐ง๐ž๐ซ๐ฌ – ๐ข๐ญ ๐œ๐จ๐ฎ๐ฅ๐ ๐›๐ž ๐ฏ๐ž๐ซ๐ฒ ๐œ๐จ๐ฌ๐ญ๐ฅ๐ฒ.

๐‘‡โ„Ž๐‘–๐‘  ๐‘ฃ๐‘–๐‘‘๐‘’๐‘œ ๐‘–๐‘  ๐‘–๐‘›๐‘ก๐‘’๐‘›๐‘‘๐‘’๐‘‘ ๐‘“๐‘œ๐‘Ÿ ๐‘’๐‘‘๐‘ข๐‘๐‘Ž๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘๐‘ข๐‘Ÿ๐‘๐‘œ๐‘ ๐‘’๐‘  ๐‘œ๐‘›๐‘™๐‘ฆ ๐‘Ž๐‘›๐‘‘ ๐‘ โ„Ž๐‘œ๐‘ข๐‘™๐‘‘ ๐‘›๐‘œ๐‘ก ๐‘๐‘’ ๐‘๐‘œ๐‘›๐‘ ๐‘–๐‘‘๐‘’๐‘Ÿ๐‘’๐‘‘ ๐‘™๐‘’๐‘”๐‘Ž๐‘™ ๐‘œ๐‘Ÿ ๐‘ก๐‘Ž๐‘ฅ ๐‘Ž๐‘‘๐‘ฃ๐‘–๐‘๐‘’. ๐‘Œ๐‘œ๐‘ข ๐‘ โ„Ž๐‘œ๐‘ข๐‘™๐‘‘ ๐‘๐‘œ๐‘›๐‘ ๐‘ข๐‘™๐‘ก ๐‘Ž ๐‘๐‘Ÿ๐‘œ๐‘“๐‘’๐‘ ๐‘ ๐‘–๐‘œ๐‘›๐‘Ž๐‘™ ๐‘๐‘’๐‘“๐‘œ๐‘Ÿ๐‘’ ๐‘ก๐‘Ž๐‘˜๐‘–๐‘›๐‘” ๐‘Ž๐‘›๐‘ฆ ๐‘Ž๐‘๐‘ก๐‘–๐‘œ๐‘›.

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