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Aluminar Series October - Shared screen with speaker view
Mary Abbott
33:49
Hi everyone - Thanks for joining. Please feel free to message questions via the chat box. I will collect questions for the Q&A. Thanks!
Karen MacDonald
44:07
Question for Q& A . How do you find someone to help you with your estate planning specifically a trusts
Mary Abbott
44:36
Thanks, Karen.
Erin Twomey-Wilson
45:27
Question for Q & A: Does your will need to be changed with a major life change? For example, say a spouse has passed away and there are not children. Would the surviving spouse need to change their will, proxy, etc.?
Mary Abbott
45:59
Thanks, Erin.
Scott Newkirk
01:12:23
Do any of these documents need to be notarized?
Mary Abbott
01:12:40
Thanks, Scott.
Robin Costa-Sullivan
01:18:53
For health purposes, if you have an adult child that lives out of state, what document is needed to be able to assist in medical decisions if they have an accident and are unable and to be sure the medical facility contacts and speaks with you as next of kin?
Mary Abbott
01:19:14
Thanks, Robin.
Barbara
01:19:52
Hi can you put a home in a trust if you still have a mortgage on it? Thank you, Barbara
Mary Abbott
01:20:06
Thanks, Barbara.
Deb O'Neil
01:23:35
If each spouse creates a Revocable Living Trust, does a joint brokerage account need to be split and retitled into 2 separate trust accounts?
Mary Abbott
01:23:45
Thanks, Deb.
Steven Thomas
01:32:35
Thank you very informative today.
Dr. Margarida Baganha
01:39:26
Thank you very much Jeremy and fellow Alumni:
Robin Costa-Sullivan
01:39:28
Thank you for this presentation!
Erin Twomey-Wilson
01:39:40
Thank you very much! This was great!
Maria Bilodeau
01:39:49
Very informative! Thank you!!
Rita Camara
01:40:59
thanks! helpful information!