Aluminar Series October - Shared screen with speaker view
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Hi everyone - Thanks for joining. Please feel free to message questions via the chat box. I will collect questions for the Q&A. Thanks!
Question for Q& A . How do you find someone to help you with your estate planning specifically a trusts
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.?
Do any of these documents need to be notarized?
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?
Hi can you put a home in a trust if you still have a mortgage on it? Thank you, Barbara
If each spouse creates a Revocable Living Trust, does a joint brokerage account need to be split and retitled into 2 separate trust accounts?
Thank you very informative today.
Dr. Margarida Baganha
Thank you very much Jeremy and fellow Alumni:
Thank you for this presentation!
Thank you very much! This was great!
Very informative! Thank you!!
thanks! helpful information!