101: Estate Planning - Part 1 - a podcast by Fixed Cost Financial

This episode is a short version of an extensive discussion available to clients of Fixed Cost Financial, Inc. 

1.1. Three Legal Phases

1.1.1. Competent

1.1.2. Incompetent

1.1.3. Deceased

1.2. Methods of Property Transfer at Death

1.2.1. Judicial; Probate

1.2.2. Contract

1.2.2.1. Life Insurance

1.2.2.2. Annuities

1.2.2.3. Trusts

1.2.3. Legislative

1.2.3.1. Transfer on Death

1.2.3.2. Joint Ownership

1.3. Estate Planning Documents

1.3.1. Three Ring Binder

1.3.2. Administrative Notes

1.3.2.1. Attorney Created

1.3.2.2. Self Created (See Letters of Instruction)

1.3.3. Document Security

1.3.3.1. Safety Deposit Box

1.3.3.2. Fire Safe

1.3.3.3. Electronic Storage

Connecting Dots is a production of Fixed Cost Financial, the home of fixed cost investing. All rights reserved. Re-broadcast or distribution prohibited without express written authorization. Connecting dots is for educational use only. Investment Performance Is Not Guaranteed. Past performance is not indicative of future results. This broadcast does not take into account your particular investment objectives, financial situation or needs. Nothing should be construed as an individual recommendation. Always read and all applicable information carefully before making an investment decision. Investments are not bank guaranteed, not FDIC insured. and may lose value. Due to our extensive holdings and that of our clients, you should assume that we have a position in all companies discussed and thus a conflict of interest should be assumed.

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