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Progression Planning for a Life Well-Lived

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Progression Planning for a Life Well-Lived

Video by The Real Investment Show via YouTube
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Progression Planning for a Life Well-Lived

(9/30/23) Richard Rosso & Danny Ratliff explore the sensitive subject of how to plan for your demise.

0:00 – Intro/Disclaimer
1:24 – What is "Progression Planning?"
3:06 – Jumping through emotional hurdles
9:40 – Communication Ideas
14:02 – The Documents You Need
29:20 – Digital Assets
34:50 – Important Resources
41:14 – Long Term Care
43:10 – Digitizing Memories
45:14 – How we can help
48:41 – Q&A: How to avoid the Probate process
51:18 – How do you know you need a trust?
58:00 – How do Capital Gains on Stocks work?
1:01:35 – What is the process of communication with a financial custodian upon the death of an owner?
1:03:12 – The PLOST form
1:07:01 – Setting up a trust
1:09:11 – Identity theft & title protection
1:10:53 – Don’t click on links!
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Links mentioned in this video:
www.fivewishes.org
Hospice Foundation of America
AfterVault.com
Legacybox.com
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