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Your Money Your Legacy
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Estate Planning for
Everyone

  1. Make a will.
  2. Consider a trust.
  3. Make health care directives.
  4. Make a financial power of attorney.
  5. Protect your children's property.
  6. File beneficiary forms.
  7. Consider life insurance.
  8. Understand estate taxes.
  9. Cover funeral expenses.
  10. Make final arrangements.
  11. Protect your business.
  12. Store your documents.

Step-by-step guide from:
nolo.com


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To purchase a DVD copy of this show visit kviestore.org or call Rebecca Koehn at
916-641-3591
Video

Watach Your Money Your Legacy now
Watch Entire Video Now
(23:11)
Read the transcript

Watach Your Money Your Legacy now
"My husband recently passed away. He used to do our financial planning. What should I do now?"
(7:27)

Watach Your Money Your Legacy now
"I have an estate plan from years ago. Should I be doing something to review it?"
(4:28)

Watach Your Money Your Legacy now
"It's very important for my mother to be able to leave gifts to charity when she passes away. How can she do that and still leave a meaningful legacy for our family."
(7:34)

 


 
 
 

 

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