Скачать с ютуб The Ultimate Guide to ESTATE PLANNING в хорошем качестве

The Ultimate Guide to ESTATE PLANNING

For most of us, the ideal end game is passing away peacefully in our sleep at the age of 100, having enjoyed excellent physical and mental health, never needing long-term care and with all our financial ducks in a row. Many of us would like to spend our last penny the day before we die, but many of us would also like to give some money to our family or to the causes we care about. Today I want to try and cover the vast area of estate planning, or at least the parts of it that most of us need to know and do, so that at least we’re armed with some good information. SHOWNOTES: https://meaningfulmoney.tv/UG10 CHAPTERS: 00:00 - Intro 03:13 - 1. Inheritance is out to get you 05:02 - 2. You can give away what you want 05:36 - 3. Understand the seven-year rule 07:21 - 4. Know the exemptions 09:24 - 5. Four ways to reduce your IHT bill 11:45 - 6. Make a will 13:48 - 7. Make a WID file 14:53 - 8. Consider trusts, but only if necessary 16:19 - 9. Beware tax- or care fees avoidance schemes 19:00 - 10. Look after number one 20:49 - Meaningful Academy Launch 22:24 - Listener Review 23:30 - Outro