What My Family’s Estate Planning Mistake Taught Me About the Importance of a Good Estate Plan
Автор: Future Start Financial Planning
Загружено: 2025-05-19
Просмотров: 56
Описание:
In this video, I share a personal story about what happened to my family when estate planning went wrong — and what you can do to avoid the same outcome.
We cover:
Why a basic will might not be enough
What makes a good estate plan
How trusts can protect your legacy
The dangers of joint assets
Key questions you should be asking
Lasting Powers of Attorney — and how they go wrong
The emotional impact of poor planning
This is real. It happened to my family.
And it’s exactly why I’m so passionate about getting this right
0:00 Why Estate Planning Matters
0:18 Plan Early, Keep it Fluid, Keep it Safe
1:20 My Grandmother’s Story
1:58 What Makes a Good Estate Plan
3:05 Basic Wills vs Trust-Based Wills
4:34 The Danger of Joint Assets
5:41 The Real Questions to Ask Yourself
7:11 Lasting Power of Attorney
8:22 Choosing the Right Attorneys
8:59 Managing Family Expectations
9:30 Leave More Than Money
10:25 Don’t Forget Digital Assets
11:08 Final Thoughts
📺 Featured in:
This story was featured on ITV’s Tonight programme — you can a short extract of the episode on our here:
https://vimeo.com/1085783384?share=copy
🔔 Subscribe for more estate planning insights, family protection tips, and real-world examples.
⚠️ Disclaimer
Estate planning services are provided through Future Start Wills & Trusts Ltd, and are not regulated by the Financial Conduct Authority (FCA).
This video is for information purposes only and should not be construed as personal advice.
Tax rules and legislation are subject to change.
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