THE BASICS OF ESTATE PLANNING YOU CANNOT TAKE IT WITH YOU…BUT you can determine who gets it and who doesn’t!!!

Send us Fan MailEstate Planning is not JUST for the rich and the very old. Creating an estate plan is an essential task for every adult and understanding what an estate plan is and what specific kinds of issues your plan might address is the first step.Here are some HIGHLIGHTS from this episode. 03:05 You have an estate plan, and you don’t know it….05:41 What is estate planning?07:33 What is an estate?10:00 The importance of estate planning13:25 The difference between estate taxes and inheritance taxes14:40 What is probate?20:15 What is a letter of instruction?21:50 What are powers of attorney?23:08 What are advance medical directives?23:55 What is a will?26:03 Where should you keep your will?27:22 What are trusts?29:01 The importance of estate planning31:27 Get your free estate planning resourceSupport the showConnect with me:Instagram: https://www.instagram.com/thefinanciologist/Facebook: https://www.facebook.com/merginglifeandmoneyYouTube: https://www.youtube.com/@merginglifeandmoneyLinkedIn: https://www.linkedin.com/in/mjcaesarClick this link https://mariejocaesar.com/fmtq/take-the-quiz to take the "Discover Your Financial Mindset Type” Quiz, so you can start taking control of your financial destiny and transform your financial identity.Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.