Ultimate Estate Planning Webinar - Presented by ClearEstate

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  • เผยแพร่เมื่อ 8 ก.ย. 2024
  • Having an estate plan in place is essential for protecting your family and leaving a legacy that truly reflects your values and aspirations.
    Whether you're starting from scratch or have concerns about your existing estate plan, ClearEstate's experts are here to provide honest, straightforward and compassionate guidance.
    What we cover in this webinar:
    - An overview of the estate planning process and everything you should consider when planning your estate
    - Real-life cases of estate planning oversights and their unintended consequences, like unforeseen tax liabilities and family conflicts
    - Insights into how these common pitfalls can be avoided!
    Book a consultation with ClearEstate: info.clearesta...

ความคิดเห็น • 1

  • @KidsNeedTheirDadscom
    @KidsNeedTheirDadscom 5 หลายเดือนก่อน

    Excellent webinar by Ellie and Sara on estate settlements. Valuable giving case studies, since they make the presentation more realistic, and the viewing can more easily relate to real people cases, in topics like estates, which are so foreign and new to most viewers. (2) Do hope you will do a couple webinars on (a) inter vivos trusts (b) testamentary trusts (c) tax consequences of trusts (d) 21 - year rule and expense in all trusts (e) Funding the trust (f) who should be the trustee, and successor trustee (g) how trusts avoid probate $$$$$$$ (h) how trusts are private, not available to the public or family, and thus Greatly reduce or
    eliminate totally vexatious litigation and lawyer $$$$$ by " greedy aunt Martha "
    Do keep us the good work with these Webinars, for attracting more and more customers,
    and educating customers, and the public. .... Good job done..