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ESTATE PLANNING Plan Today. Enjoy Tomorrow.

ESTATE PLANNING: Plan Today. Enjoy Tomorrow. 

Written by Wright Design on . Posted in Investor Education, Planning Tips, Videos, Videos & Podcasts.

ESTATE PLANNING: Plan Today. Enjoy Tomorrow. 

Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take. 

The subject matter focuses on the Why, What, When, and How of estate planning.
Topics include: The Main Goals, Necessary Core Documents, A Simple Checklist, Life Events to Prioritize, Attorneys to Consider, and When to Review your Plan.
Watch the entire program above (Viewing Time = 34:35)  

Alternatively, you can choose to watch any of these shorter videos below.

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ESTATE PLANNING What are the key elements?

ESTATE PLANNING: What are the key elements? 

Written by Wright Design on . Posted in Videos, Videos & Podcasts.

ESTATE PLANNING: What are the key elements? 

Learn the core documents that are necessary to develop a solid estate plan as well as a simple checklist to follow and the value of coordination with various professionals.  
(viewing time = 12:53)   

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

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ESTATE PLANNING When should it be a priority?

ESTATE PLANNING: When should it be a priority? 

Written by Wright Design on . Posted in Videos, Videos & Podcasts.

ESTATE PLANNING: When should it be a priority? 

It’s vital to be proactive and have a holistic view of your estate before it becomes an urgent matter. Topics discussed include life events that prompt the priority of planning and how often you should review your plan. 
(viewing time = 8:55)

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

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ESTATE PLANNING How do you create a plan?

ESTATE PLANNING: How do you create a plan? 

Written by Wright Design on . Posted in Videos, Videos & Podcasts.

ESTATE PLANNING: How do you create a plan? 

This conversation highlights how to get started and find the right attorney, the types of attorneys to consider, and what to expect as you move forward with your estate plan. 
(viewing time = 7:14)   

This video is part of a comprehensive program — “Estate Planning: Plan Today. Enjoy Tomorrow.”

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