Estate planning is an important topic for all of us to consider from time to time, especially when major life changes occur. Readers who have been with me for some time know I’ve been doing an ongoing series of presentations on QuantiaMD about financial topics. My latest, # 7 in the series, is all about estate planning. It discusses wills, trusts, beneficiary designations, estate taxes, and probate.
Prior QuantiaMD presentations can be found at the following links.
#1 Live Like A Resident (806 comments)
#2 Student Loan Management (399 comments)
#3 Your Largest Tax Break (762 comments)
#4 The Backdoor Roth IRA (777 comments)
# 5 The Safe Withdrawal Rate (337 comments)
# 6 How Much Do You Need To Retire (604 comments)
Once you’ve caught up, read # 7, Estate Planning, What You Need To Know, then come back and let me know what you thought. If you qualify (basically any medical professional) I recommend you register. There are a lot of good, short presentations there.
What do you need to do with regards to estate planning? What have you already done? Comment below!