From Cribs to Care Homes: Estate Planning by Life Stage
Автор: Ellen Cookman - Special Needs Trust Attorney
Загружено: 2025-08-24
Просмотров: 152
Estate planning isn’t just for retirees. Your needs evolve as your life changes. Whether you’re single, raising kids, or entering your elder years, the planning strategies that work for one stage might not fit the next. In this video, I walk through seven common life stages and what to consider at each one - from healthcare directives to trusts, guardianships, special needs planning, and more.
You’ll learn:
Why even young adults need powers of attorney and healthcare directives
How to plan for young children, single parenting, or a child with disabilities
What to adjust as your children become adults
How to align your plan with charitable giving or support for grandchildren
Why late-life planning often means updating trustees and reviewing assets
Planning for life means updating your estate plan along the way—let me help you get ahead of it.
Are you ready to create a plan that works for you and your family? Schedule a call with our office today: https://cookmanlaw.com/talk-to-intake...
👍 Like, subscribe, and share this with someone who needs a gentle nudge to get their plan in place.
Timestamps:
00:00 - Intro
00:34 - Estate planning for single young adults
02:02 - Estate planning for young married couples
03:11 - Estate planning for families with young children
03:52 - Estate planning for single parents and parents of special needs kids
04:47 - Estate planning for parents of middle schoolers and high schoolers
05:45 - Estate planning for parents of young adults
06:53 - Estate planning when a special needs child turns 18
07:17 - Estate planning for empty nesters and grandparents
09:44 - Estate planning for elderly adults
10:43 - How Cookman Law can help you
✅ Subscribe to our Newsletter to stay up to date!
https://cookmanlaw.com/newsletter/
✅Download the Special Needs Planning Webinar 👇👇
https://app.lawmatics.com/forms/share...
✅Download the Webinar on Estate Planning 👇👇
https://app.lawmatics.com/forms/share...
✅ Please Subscribe to my channel I put out a new video every week →
/ @ellencookman-estateplanningsnt
✅ FREE Guides to Special Needs Trusts 👇👇
https://cookmanlaw.com/special-needs-...
💥 Follow me on Social Media 💥
Instagram: / cookman_law
Facebook: / cookmanlaw
LinkedIn: / ellen-cookman-jd-ll-m-88728b12
Website: https://cookmanlaw.com/
Looking forward to connecting!
Please call or text with any Estate Planning questions: (650) 690-2571
The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," does not represent that any outcome or result from viewing of this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind.
#estateplanning #estateplan
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке: