2022 Estate Planning New Year New Estate Plan. Everyone is talking about resolutions, but the new year really is a great time to work on your estate planning. You have just seen the whole family, most likely, and have a better idea of where everyone is in their life. With that information, now is a great time to plan for your future.
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0:00 Start
0:09 First - talk
1:08 Insurance
1:23 Most Records are Online
2:02 Financial Predators
2:35 Estate Planning Attorney
3:01 Annual Meeting - Yellow Flags
https://youtu.be/r6UMLBDNQI8
YOUTUBE Playlist:
“Who needs an Estate Plan” https://youtu.be/JSFWSXPKzCM
“Oklahoma Power of Attorney” https://youtu.be/2jJFq3KH-X0
“2019 Estate & Gift Tax Exclusions” https://youtu.be/8Rzip7VxLdQ
“Incapacity Planning” https://youtu.be/e5RlLCudIJo
“Health Care Power of Attorney” https://youtu.be/Ub0tQJUisVM
“Living Will” https://youtu.be/Byv9p2rLE-Q
“HIPAA Authorization” https://youtu.be/osliALWvzIc
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