Prepare For DEATH! Create An Estate Plan | Legacy Planning

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It is time to talk about death. You are going to die, so let’s plan for it. Legacy Planning or Estate Planning is often overlooked because no one wants to discuss their death and what happens after.

00:00 - Intro
00:48 - Planning Your Death.
01:53 - Legacy Planning.
02:59 - A Will.
03:51 - Power of Attorney.
05:06 - Medical Directives.
06:23 - Beneficiary Directives
07:12 - Living Trust
08:39 - Life Insurance
09:58 - Organizing Records

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F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.

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Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.

Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.

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