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1:21
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Pevney Estate Planning
In this video, I’m sharing a major mistake I see in DIY estate plans—no backups for executors or trustees. As an estate planning attorney, I can’t tell you how often families are left
Pevney Estate Planning. . In this video, I’m sharing a major mistake I see in DIY estate plans—no backups for executors or trustees. As an estate planning attorney, I can’t tell you how often families are left scrambling because the person named in the will or trust can’t serve. No alternate. No plan B. That’s a huge problem. If you ...
1.7K views
11 months ago
Estate Planning Basics
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3 weeks ago
A Guide to Estate Planning Basics for Seniors | SeniorLiving.org
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4 months ago
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Her Money
5 months ago
Top videos
1:05
Most DIY estate plans miss a critical detail: they don’t include a way to appoint a new trustee if the named one can’t serve. Sure, they might name a successor trustee—but what if that person declines, dies, or is unavailable? Many of these trusts don’t allow that successor trustee to name someone else, and they don’t give beneficiaries a clear path to appoint one either. That means a trip to court—and all the costs, delays, and headaches that come with it. In this video, I break down why backup
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Pevney Estate Planning
974 views
10 months ago
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Estate planning explained: Wills, trusts & how to protect your family’s future
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Estate planning explained: Wills, trusts & how to protect your family’s future
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Most DIY estate plans miss a critical detail: they don’t include a way to
…
974 views
10 months ago
Facebook
Pevney Estate Planning
1:23
Estate planning explained: Wills, trusts & how to protect your famil
…
5 months ago
MSN
Her Money
Estate planning explained: Wills, trusts & how to protect your famil
…
5 months ago
MSN
Her Money
32:08
Estate planning explained: Wills, trusts & how to protect your famil
…
5 months ago
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Her Money
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