What you'll learn
- Why a signed trust can still end up in probateA trust only controls what's actually in it. We'll show you how to tell whether yours is funded.
- Why your beneficiary forms beat your willThe form on file with the bank or the custodian wins. If it's outdated, your will can't fix it.
- What the surviving spouse actually lives onThe number most couples have never worked out, and the one that matters most.
- What happens when your kids inherit an IRAThe 10-year rule, the tax bill it can create, and the strategies that help on both sides.
- How to get it finished, properlyYour documents are prepared through our network of estate attorneys, with an attorney licensed in your state reviewing and approving each one, and we line up the financial side with them.
For watching
Your free medical power of attorney
Watch to the end and you can claim a medical power of attorney at no cost. No purchase required.
Tod Long is the founder of The Income Standard and has spent 24 years in the insurance and financial services industry, helping families build retirement income that holds up and estate plans that actually work when they're needed.