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E76: Essential Estate Planning Insights for Protecting Your Family's Future
Manage episode 447203121 series 3457250
With Eric Scovill द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री With Eric Scovill या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Safeguard your family's future by learning about the essential elements of effective estate planning in this episode. Discover the importance of selecting the right guardians and trustees to carry out your wishes, and learn about strategically timing asset distributions to your beneficiaries. Eric also discusses the value of crafting a personalized cover letter to communicate your core values and desires.
[00:00] Introduction
[03:03] Estate planning and establishing a living trust
[08:18 ] Selecting guardians and trustees to carry out your wishes
[11:02] Timing asset distributions to your beneficiaries
[15:04] Crafting a personalized cover letter to communicate your values
[17:48] Sample cover letter of a trust
[25:30] Things to consider when establishing a trust
[27:52] Sample calculations to determine appropriate trust funding
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