Estate Planning Through the Stages of Life - What to do, when to do it, and why it matters
Автор: Brophy Wealth Management, LLC.
Загружено: 2026-02-23
Просмотров: 49
Описание:
Estate planning isn’t one-size-fits-all. As your life, family, and finances evolve, so should your plan. This presentation walks through what to plan for at every stage of life. From young adulthood to retirement and beyond, you can protect your loved ones, minimize taxes, and gain peace of mind.
0:00 Welcome + Webinar Overview
3:42 Wills vs. Trusts Explained (Probate, Control & Privacy)
11:58 Estate Planning by Life Stage Framework
12:32 Ages 18–30: Healthcare Directives, Wills & Beneficiaries
18:15 Ages 30–45: Marriage, Kids & Trust Planning
22:13 Ages 45–60: Updating Fiduciaries & Blended Families
28:38 Retirement Planning: Business Transition & Simplifying Plans
30:35 Ages 60/70+: Incapacity, Aging & Document Updates
31:28 Moving States: Do Your Documents Still Work?
38:49 Long-Term Care & Medicaid Considerations
43:28 Tax Planning in Retirement (Roth Conversions Explained)
47:26 Estate Taxes, Lifetime Gifting & Charitable Strategies
52:21 529 Plans & Treating Beneficiaries Differently
54:32 Final Checklist & Next Steps
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