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Estate and legacy planning

10 moments for people planning their estate.

Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.

  1. No will at all

    “No will? Your state already wrote one for you. You might not like it.”
    Ringtone
    A friend's sudden death
    What's at stake
    Intestacy rules may not match your wishes.
  2. First child born

    “New parent? Naming a guardian is the most important line in your will.”
    Ringtone
    The birth certificate
    What's at stake
    Guardianship and trusts for minors.
  3. Beneficiary forms out of date

    “Your 401(k) beneficiary is your ex. That form beats your will.”
    Ringtone
    An HR benefits review
    What's at stake
    Beneficiary designations override wills.
  4. Buying property in another state

    “Own a home in two states? Your family may face probate in both.”
    Ringtone
    A second deed
    What's at stake
    Ancillary probate and revocable trusts.
  5. Parent's diagnosis

    “A parent's diagnosis is when estate documents get urgent.”
    Ringtone
    A doctor's appointment
    What's at stake
    Capacity matters for signing documents.
  6. Blended family

    “Remarried with kids from before? A simple will may disinherit someone you love.”
    Ringtone
    The wedding
    What's at stake
    Trusts and beneficiary planning for blended families.
  7. Business in the estate

    “Own a business? Your estate plan needs to say who runs it.”
    Ringtone
    A partner's death
    What's at stake
    Succession and buy-sell coordination.
  8. Estate tax exposure

    “Your estate may be large enough to owe estate tax. Gifts now can help.”
    Ringtone
    A net worth statement
    What's at stake
    Exemptions and gifting strategies.
  9. Health care directives

    “Who makes medical decisions if you can't? Put it in writing.”
    Ringtone
    A hospital stay
    What's at stake
    Health care proxies and living wills.
  10. Reviewing an old plan

    “Your estate plan is from before your kids were adults. Time for a review.”
    Ringtone
    A 10-year-old document
    What's at stake
    Plans need updating after life changes.

Make a video about one See advisors for people planning their estate

General education, not financial advice. Check rules and figures against current law before you publish.