Here at CunninghamLegal, we talk a lot about advanced estate planning strategies, but what about the BASICS? How do you know if you need an estate plan? What is a Living Trust and why is it so essential? What are the dangers of probate? What documents are essential? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join us as we get back to basics!
00:00 Intro to Estate Planning Basics
09:51 How do Trusts WORK?
14:37 Example of Living Trust
21:13 Other EP Documents
24:34 Different Kinds of Trusts
32:26 Why Are Trusts So Long?
34:35 Funding a Trust
39:50 What if There is NO Estate Plan?
57:20 529 Education Savings Plan
1:00:09 Contact Us
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By: CunninghamLegal
Title: Estate Planning Basics: Avoid Probate Save Taxes Protect Your Legacy
Sourced From: www.youtube.com/watch?v=VkI2LuDb0Tk
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