Канал: TrustStefanie Videos

Looking for a man in finance? Part 2

Looking for a man in finance? Part 2

Looking for a man in finance? Part 1

Looking for a man in finance? Part 1

Perspectives on choosing trustees

Perspectives on choosing trustees

Do you ever think about this?

Do you ever think about this?

If you talk with kids about your estate

If you talk with kids about your estate

Avoid last minute blunders

Avoid last minute blunders

Some thoughts on what Mel is saying here

Some thoughts on what Mel is saying here

Planning avoids money going to the wrong hands

Planning avoids money going to the wrong hands

Give with warm hands

Give with warm hands

Planning Avoids Money Going Into the Wrong Hands

Planning Avoids Money Going Into the Wrong Hands

Avoiding Unnecessary Grief with your Bank

Avoiding Unnecessary Grief with your Bank

Give During Your Lifetime with "Warm Hands"

Give During Your Lifetime with "Warm Hands"

Revocable Trust as Additional Insured Party for Homeowner's Insurance

Revocable Trust as Additional Insured Party for Homeowner's Insurance

Leaving a Treasure Map for Your Heirs

Leaving a Treasure Map for Your Heirs

Coronavirus: Sharing Your Health Care Directive

Coronavirus: Sharing Your Health Care Directive

Revocable Trusts and Asset Protection – Beware!

Revocable Trusts and Asset Protection – Beware!

Is Your Trust Pregnant with Twins?

Is Your Trust Pregnant with Twins?

Kick the Tires on Your Estate Planning Documents

Kick the Tires on Your Estate Planning Documents

Second Marriage and Right of Occupancy

Second Marriage and Right of Occupancy

Estate Planning "Must Haves" When You Turn 18

Estate Planning "Must Haves" When You Turn 18

Where Should You Store The Originals?

Where Should You Store The Originals?

Guardians For Money And To Raise The Children: Differences

Guardians For Money And To Raise The Children: Differences

What's The Difference Between A Will And A Trust?

What's The Difference Between A Will And A Trust?

Are All Wills The Same?

Are All Wills The Same?

What Does It Mean To "Fund" A Trust?

What Does It Mean To "Fund" A Trust?

Last Minute Estate Planning? – This Is What You Can Do

Last Minute Estate Planning? – This Is What You Can Do

Where Is My Money? Trust Accounting – You Are Entitled To Ask For It

Where Is My Money? Trust Accounting – You Are Entitled To Ask For It

Where Is My Money? – Patience Is A Virtue

Where Is My Money? – Patience Is A Virtue

Where Is My Money? – Accounting Is Important

Where Is My Money? – Accounting Is Important

Inspiring Tips For The Holidays

Inspiring Tips For The Holidays

Emergency Preparedness – 3 Free Services To Use

Emergency Preparedness – 3 Free Services To Use

Dad's Trust – When Should I Ask For A Copy?

Dad's Trust – When Should I Ask For A Copy?

Pet Directive Testimonial with Valerie Crowell and Bill the Dog

Pet Directive Testimonial with Valerie Crowell and Bill the Dog

The Adventures of Estate Sales

The Adventures of Estate Sales

To the Dump or the Auction House?

To the Dump or the Auction House?

Pink Slip and DMV

Pink Slip and DMV

Keep Property Taxes Low

Keep Property Taxes Low

Do I Have To Pay Taxes On Gifts?

Do I Have To Pay Taxes On Gifts?

Reduce Aggravation By Consolidating Your Accounts

Reduce Aggravation By Consolidating Your Accounts

Protect Precious Items During Transition

Protect Precious Items During Transition

Second Marriage Possible Pitfall

Second Marriage Possible Pitfall

Pet Directive Part Two – Pet's Health History and Contacts

Pet Directive Part Two – Pet's Health History and Contacts

Pet Directive Part One – General Background Information

Pet Directive Part One – General Background Information

Pet Directive – Introduction

Pet Directive – Introduction

Pet Directive Part Three – Daily Routine and Maintenance

Pet Directive Part Three – Daily Routine and Maintenance

Pet Directive Part Four – Care For Pet After Death or Incapacity of Owner(s)

Pet Directive Part Four – Care For Pet After Death or Incapacity of Owner(s)

Pet Directive Part Five – Guidance for Finding a New Home

Pet Directive Part Five – Guidance for Finding a New Home

Pet Directive Part Six – End of Life Care For The Pet

Pet Directive Part Six – End of Life Care For The Pet

Pet Directive What To Do With It

Pet Directive What To Do With It

Do You Have A Password Plan?

Do You Have A Password Plan?

Don't Forget About Your Furry Friends!

Don't Forget About Your Furry Friends!

Trustee – Professional Trustee

Trustee – Professional Trustee

Trustee – Trustee Compensation

Trustee – Trustee Compensation

Trustee – Who Is Going To Be Your Trustee?

Trustee – Who Is Going To Be Your Trustee?

Trustee – Co-Trustees – Joined at the Hip?

Trustee – Co-Trustees – Joined at the Hip?

Health Care Directive – Organ Donation

Health Care Directive – Organ Donation

Health Care Directive — Buried or Cremated?

Health Care Directive — Buried or Cremated?

End of Life Decisions — Heroics or Not?

End of Life Decisions — Heroics or Not?

What Makes A Good Health Care Agent?

What Makes A Good Health Care Agent?

What Is A Financial Power of Attorney?

What Is A Financial Power of Attorney?

Keep Track of Your Beneficiaries

Keep Track of Your Beneficiaries

When You Don't Have Children

When You Don't Have Children

Distribution of Sentimental Personal Items

Distribution of Sentimental Personal Items

Use A Local Estate Planner

Use A Local Estate Planner

Get Your Estate Planning Done

Get Your Estate Planning Done

Do You Hide Your Assets?

Do You Hide Your Assets?

Biological, Adopted Children and Step-Children

Biological, Adopted Children and Step-Children

It's All About the Details

It's All About the Details

When You Add Someone as a Joint Tenant

When You Add Someone as a Joint Tenant

Keep Copies of Your Beneficiary Designation Forms

Keep Copies of Your Beneficiary Designation Forms

Proper Storage of Estate Planning Documents

Proper Storage of Estate Planning Documents

Do You Know Where Your Estate Documents Are?

Do You Know Where Your Estate Documents Are?

How Often Should You Update Your Estate Planning Documents?

How Often Should You Update Your Estate Planning Documents?