Having a Baby? Here's when to Estate Plan
Want to protect your financial assets? If you are starting a family, find out when do you need to estate plan (Wills and Trusts).
Are you having a baby? Is your family growing? Want to learn more about wills and trusts? Watch this video as I chat with Lilith Mansuryan, esq and Trust and Estates Attorney to (1) understand what a will and trust are (2) learn when is the best time to establish your will or trust to ensure your family and investments are protected.
Thank you to Lilith Mansuryan, esq. for sharing your insights on this important financial matter! To contact Lilith, email [email protected].
// TOPICS
00:00 Intro
01:47 What is Estate Planning?
02:39 If Expecting, Do I Needs to Estate Plan?
03:21 What if I Don't Have an Estate Plan? (Nightmare stories)
05:50 What's Minimum Level of Wealth to Estate Plan?
06:21 Wills VS Trusts - What's the Difference?
07:23 Have Children - Should You Do a Will or Trust?
08:00 WHEN Should You Establish a Will or Trust?
09:05 How Do You Create an Estate Plan?
10:19 Where can I Find Affordable Estate Planning Services?
12:26 What's Probate?
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The content on my YouTube videos and other social media platforms is for educational purposes only and is based on my personal opinion. It's not meant to be investment or professional financial advice. I am not a TSP advisor, financial advisor, certified accountant or a tax professional. You should do your own research and speak to a licensed professional for financial or tax decisions if necessary. Remember that investments involve some form of risk and there is no guarantee that you will be successful in making, saving or investing money; nor is there any guarantee that you won't experience any loss when investing. Also FTC Legal Disclaimer, links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! It's just one more way to support me and my channel so I can continue to provide you with free content each week!
#estateplanning #financialplanning #futurefinances