Planning for Serious Illness
Автор: Strategic Estate Planning Services
Загружено: 2025-01-23
Просмотров: 2787
Описание:
00:00 Intro
00:54 Advance Medical Directive
01:24 Physical Accommodations
01:48 Property
02:01 Revocable Living Trust
02:25 Valuable Items
03:05 Gifting
03:43 Trusted Advisors
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Strategic Estate Planning Services is not permitted to offer and no statement made during this show shall constitute tax or legal advice. 2684652 - 11/24
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