The Basics Of Estate Planning Financial Planning Christy Capital Management

The Basics Of Estate Planning Christy Capital Management The basics of estate planning *disclaimer: as we discuss estate planning, keep in mind that as a financial advisor and a financial planner, we are not a uthorized to practice law. we cannot prepare legal documents and do not make recommendations regarding legal documents. Today we’re going over the basics of estate planning and the acronym c.a.r.e., which stands for creating liquidity, avoiding probate cost, reducing taxes and.

The Basics Of Estate Planning Financial Planning Christy Capital Though many parents teach their children the basics of budgeting and how to handle money, they don’t share details about family finances. and in some cases, that is wise. family meetings don’t always have to be for the sole purpose of discussing specific dollar amounts. That's why mel stubbs, financial planner at christy capital management, tackles the subject of estate planning in this new blog post video. read watch his clear, concise explanation of the four. Table of contents. simple estate planning checklist. 1. identify the steps necessary to protect your wealth. 2. consider the needs of your heirs. 3. make a plan for the transfer of assets. 4. The basics of estate planning. explore the basics of estate planning, outlining the set of documents suggested for you to make your intentions clear. source: morgan stanley. 1. draft a list of your assets. a good place to begin is compiling an overview of all of your assets.

125 The Basics Of Estate Planning Christian Financial Perspectives Table of contents. simple estate planning checklist. 1. identify the steps necessary to protect your wealth. 2. consider the needs of your heirs. 3. make a plan for the transfer of assets. 4. The basics of estate planning. explore the basics of estate planning, outlining the set of documents suggested for you to make your intentions clear. source: morgan stanley. 1. draft a list of your assets. a good place to begin is compiling an overview of all of your assets. That's why mel stubbs, financial planner at christy capital management, tackles the subject of estate planning in this new blog post video. read watch his clear, concise explanation of the four. Estate planning is the process of deciding which people or organizations receive your possessions once you’ve passed on. it’s also how you leave instructions for managing your care and assets.