In this webinar, the Sensible Money team breaks down the estate planning mistakes we encounter most in practice: choosing the wrong successor trustee, mismatched account titling, and skipping a real plan for cognitive decline. We cover revocable vs. irrevocable trusts, durable power of attorney, living wills, digital assets, pour-over wills, and how estate tax, inheritance tax, and step-up in basis actually work for heirs. We also dig into estate planning for second marriages and blended families, and how to plan for the "go-go, slow-go, no-go" phases of retirement before incapacity forces the issue.
⏱️ CHAPTERS
0:00 Welcome, Disclosures & Agenda
2:15 Estate Planning Basics: Goals, Documents & Common Mistakes
15:39 Choosing the Right Successor Trustee
22:00 Power of Attorney, Living Wills & Digital Assets
32:00 Revocable vs. Irrevocable Trusts Explained
38:15 Funding Your Trust: Pour-Over Wills & Account Titling
40:00 Estate, Inheritance & Income Tax Basics
45:00 Step-Up in Basis: What Heirs Need to Know
53:40 Estate Planning for Second Marriages & Blended Families
58:20 Planning for Cognitive Decline & Incapacity
1:24:40 Healthcare Documents & the Go-Go/Slow-Go/No-Go Framework
1:34:15 Live Audience Q&A
1:42:10 Wrap-Up & Next Webinar
Related topics covered: revocable trust, irrevocable trust, successor trustee, durable power of attorney, living will, pour-over will, probate, beneficiary designations, step-up in basis, estate tax, inheritance tax, digital assets, blended family estate planning, incapacity planning.
Join our next free webinar — sign up at
Subscribe for monthly retirement planning webinars from Sensible Money.
Disclosure
This channel contains general educational information only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.
#EstatePlanning #RetirementPlanning #RevocableTrust
Read More
By: Making Retirement Make Sense
Title: Estate Planning Mistakes Most Families Make (Trusts, POA & More)
Sourced From: www.youtube.com/watch?v=3kNej2Qv-zw
-------------------------------
