The Most Important Thing You Do for Your Family: Estate Planning

You've worked your entire life to build something for your family. What happens to it when you're no longer here?

Because without a plan, your hard-earned legacy can become a source of pain and conflict for the very people you love most. 💔

This episode of Your Powerful Legacy TV delves into the critical topic of estate planning.

Find the answers to your questions, such as:
❓ What is the difference between a will and a trust?
❓ What are the different types of trusts?
❓ How can I get started on my legacy planning?
❓ ...And more!

Watch now to get the answers you need and ensure your family's financial wellness!

TIMESTAMPS:

00:00 – Intro
02:43 – What is a Will?
05:56 – The Importance of Keeping Your Beneficiaries Up to Date
11:32 – What is a Trust?
14:54 – Dynasty Trust and Guardian Trusts
16:43 – How Do You Know What You Need?
18:07 – When Do People Start Thinking About Wills and Trusts?
21:19 – Do You Need ‘A Lot of Money’ to Start an Estate?
25:05 – What Does an Estate or Trust Cost?
26:35 – Outro

=========================================================================
📅📅 If you have specific questions you would like to address with Kristina or the team at Powerful Legacy, LLC directly, book a 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝘃𝗶𝘀𝗶𝘁 here 👇
https://linktr.ee/powerful_legacy

=========================================================================
🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:
   / @powerfullegacyllc  

=========================================================================
📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀
Facebook:   / yourpowerfullegacy  
Instagram:   / powerful_legacy_llc  
LinkedIn:   / powerful-legacy  

#LegacyPlanning
#EstatePlanning
#RetirementPlanning
#FinancialAdvisor
#WillVsTrust
#Probate
#Inheritance
#PowerfulLegacyTeam

DISCLOSURE:
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is for educational purposes only. Nothing on this channel constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.