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Retirement Planning Education, with Andy Panko chevron_right

#049 - The basics of estate planning

Nov 17, 2022
42:23
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1
Introduction
00:00 • 2min
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2
A White Elephant Gift Swap Party
02:04 • 4min
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3
I Was a Contestant on HGTV's All American Handy Man Show
06:17 • 6min
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4
Power of Attorney - What You Need to Know
11:49 • 2min
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5
General Durable Power of Attorney - What if I Make It Durable?
14:02 • 2min
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6
Health Care Power Attorney Aka Medical Power Attorney
16:02 • 4min
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7
What Assets Do Not Pass Through Probate?
20:25 • 3min
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8
What Is the Probate Process?
23:32 • 2min
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9
Is There a Cost to Probate?
25:12 • 5min
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10
How to Transfer a Tod Beneficiary Account
29:59 • 2min
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11
What Is a Life Estate Deed?
32:01 • 2min
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12
Gifting a Portion of a House
33:59 • 4min
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13
What Is a Living Revocable Trust?
37:31 • 5min
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An introduction to the key aspects of estate planning

Links in this episode:

  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Newsletter - Retirement Planning Insights


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