Don't Make These 10 Will & Trust Mistakes | #EstatePlanning
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7 ماه پیش
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You’ve spent your entire life
You’ve spent your entire life saving for the future. Don't pay to let the courts decide what happens to your money when you’re gone! Learn from Joe Anderson, CFP®, and special guest Allison Alley, CFP® how to avoid common will and trust mistakes that lead to an expensive and overly complicated estate plan.
Download the Estate Planning Organizer and Survivor's Guide: https://purefinancial.com/white-paper...
Your Money, Your Wealth TV - S10 | E02
00:00 - Intro
01:35 - Estate Planning Basics
02:43 - Estate Plan Mistake 1: Dying intestate
03:40 - Estate Plan Mistake 2: Dying with only a will
04:34 - Estate Plan Mistake 3: Owning real property jointly
07:03 - Estate Planning Organizer & Survivor's Guide - free download
08:19 - True/False: It’s better to give property outright to your heirs before you die to avoid probate.
08:42 - Estate Plan Mistake 4: Giving property outright
09:08 - Estate Plan Mistake 5: Improperly funding your trust
11:03 - Estate Plan Mistake 6: Not considering children’s future
12:11 - Estate Plan Mistake 7: Not updating your plan regularly
13:58 - Estate Planning Organizer & Survivor's Guide - free download
15:19 - True/False: A will or a trust are the only estate planning documents you need
17:08 - Estate Plan Mistake 8: Forgetting to name a power of attorney
18:13 - Estate Plan Mistake 9: Overlooking your digital assets.
18:40 - Estate Plan Mistake 10: Not discussing your wishes with your loved ones
19:20 - Viewer Questions: How do I specify how my dog is cared for after my death?
20:00 - What happens to a pension or annuity when someone dies?
21:28 - Pure Takeaway
22:11 - Estate Planning Organizer & Survivor's Guide - free download
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl
Subscribe to our YouTube channel: http://bit.ly/YMYW-YT
Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.
Download the Estate Planning Organizer and Survivor's Guide: https://purefinancial.com/white-paper...
Your Money, Your Wealth TV - S10 | E02
00:00 - Intro
01:35 - Estate Planning Basics
02:43 - Estate Plan Mistake 1: Dying intestate
03:40 - Estate Plan Mistake 2: Dying with only a will
04:34 - Estate Plan Mistake 3: Owning real property jointly
07:03 - Estate Planning Organizer & Survivor's Guide - free download
08:19 - True/False: It’s better to give property outright to your heirs before you die to avoid probate.
08:42 - Estate Plan Mistake 4: Giving property outright
09:08 - Estate Plan Mistake 5: Improperly funding your trust
11:03 - Estate Plan Mistake 6: Not considering children’s future
12:11 - Estate Plan Mistake 7: Not updating your plan regularly
13:58 - Estate Planning Organizer & Survivor's Guide - free download
15:19 - True/False: A will or a trust are the only estate planning documents you need
17:08 - Estate Plan Mistake 8: Forgetting to name a power of attorney
18:13 - Estate Plan Mistake 9: Overlooking your digital assets.
18:40 - Estate Plan Mistake 10: Not discussing your wishes with your loved ones
19:20 - Viewer Questions: How do I specify how my dog is cared for after my death?
20:00 - What happens to a pension or annuity when someone dies?
21:28 - Pure Takeaway
22:11 - Estate Planning Organizer & Survivor's Guide - free download
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl
Subscribe to our YouTube channel: http://bit.ly/YMYW-YT
Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.
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