00:00 Welcome to Money Unscripted
00:55 Why you should have an estate plan
01:24 What is an estate plan?
02:01 Getting organized
03:11 The core four estate planning documents
03:40 What is a power of attorney?
04:03 Having a health care proxy
04:31 What is a living will?
05:07 Do I need an attorney to draft my documents?
05:43 Elements of a last will and testament
07:28 What is probate?
07:49 Wills vs. trusts
09:22 What to know about estate taxes
10:26 How strategic gifting can impact estate taxes
11:10 When to revisit your estate plan
11:58 How to start estate planning conversations
14:52 Estate planning: A recap
Questions? Drop them below 👇 and we’ll reply right in the comments.
5 steps to create an estate plan:
10 estate plan pitfalls to avoid:
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#personalfinance #estateplanning #wills #trusts #taxes
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By: Fidelity Investments
Title: Estate Planning: The Four Documents You Need | Money Unscripted | Fidelity Investments
Sourced From: www.youtube.com/watch?v=wBBKFaQAk0A
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