Five Tips When Making Your First Will

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  • Опубліковано 1 жов 2024

КОМЕНТАРІ • 20

  • @suesnoble
    @suesnoble Рік тому +8

    I’m so glad to see you back! Our first will, 1989, states our daughter gets 50% and our subsequent child, gets the other 50%. I was pregnant with Our 2nd child at the time. We still refer to Will as the subsequent child. Your tips are great and valid.

  • @magali44276
    @magali44276 Рік тому +6

    Thanks to your video, my husband and I have an appointment with an attorney for our First Estate planning. Now my question is that our first appointment will cost $200 is that normal? PS. We did fill out an initial questionnaire

  • @boyboy-xe6rx
    @boyboy-xe6rx Рік тому +4

    Very nice explanation. Very useful and valuable information.

  • @mshaikh4879
    @mshaikh4879 3 місяці тому

    Wish you had advice for UK people with joint bank accounts and overseas non uk resident non uk nationals joint bank account holders ..expand to europe too

  • @Gizzy411
    @Gizzy411 4 місяці тому

    Don’t have to estate plan if you’re too poor to have an estate

  • @jslvme6306
    @jslvme6306 Рік тому +1

    Thank you so much for this video.

  • @coloradomark2159
    @coloradomark2159 Рік тому +1

    Anybody have ideas what approach I should take as a single guy with respect to executor and other particulars? Have a younger sister but not entirely sure how well she would be able to handle all the matters. House is worth about a $1mil and a retirement account.

    • @ruusteriv
      @ruusteriv 7 місяців тому +1

      Well if you have good parents and they are still around, they could be good choices. Friends too, if it is a good enough and special enough relationship to be totally trustworthy. Maybe if you are very close to an aunt/uncle, or cousin as well. Other than that I can't really think of anything.
      FAIR WARNING though, I don't even know how I got here so...

    • @WilliamMurphy-uv9pm
      @WilliamMurphy-uv9pm 6 місяців тому

      @@ruusteriv Your executor should turn all the legal and challenging stuff to a professional probate lawyer. No need to turn your executor into a professional. Just be sure that person "bird dogs" or watches over the probate attorney as things progress. Checks and balances will keep your residual estate intact.

  • @michellegosselin3147
    @michellegosselin3147 Рік тому +1

    Does your Executor still have to file your Will with probate court if you have a Trust?

  • @AnnetteSchuneman
    @AnnetteSchuneman 7 місяців тому

    Thank you! This really helped. We are in the process of doing our estate planning right now. You make it easier to understand.

  • @manuelvasquez2883
    @manuelvasquez2883 Рік тому

    Thanks for sharing 👍. I appreciate it 🙏. Very useful information.

  • @litrealred6840
    @litrealred6840 Рік тому

    Thanks! I listen to your special needs trust, could do another one! 🥰

  • @nellosnook4454
    @nellosnook4454 Рік тому

    Thanks for this very important information! 👍

  • @tr3vorb438
    @tr3vorb438 Рік тому

    #1 sounds like the intention of a QTIP.

  • @nidasalvador9705
    @nidasalvador9705 Рік тому

    Sorry my late husband no will

  • @stephenhines2795
    @stephenhines2795 Рік тому

    Really glad your back

  • @christinemadrazo6755
    @christinemadrazo6755 Рік тому

    Thank you.

  • @liliherndz5792
    @liliherndz5792 Рік тому

    👏👩🏻‍💻👏