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Very clear information about RMDs and useful. Thanks

Excellent style of talking, easy to understand.

Nice clearly explaining video, thank you!

Nice clearly explaining video, thank you!

Great info I’m 59 and setting myself up to retire in a few years.

Very good video. Thank you

I retired overseas. No US taxes.

what do i do if the financial institution is refusing to provide a medallion signature?

This is what my attorney told me to do wait 6 months then he would file probate. So after 6 months, I went in and now hes acting like I have to pay the credit cards attorney fees. I am listed as administrator and listed as beneficiary of specifically the paid off home an contents. Debts owed are under 6k. I could of paid these off last year when i got small policy after death but he told me to keep that its mine. He also said that since no money was left in her estate that judge may make me sell home to split with beneficiary she had a list for money that may be left after she died. She lived for 20 years after creating that original will and used her money so there was no extra to distribute after passing. She always wanted the house to go to me but i guess she was given bad advice from the attorneys who created the will.

What video is this from?

Hello, you did a real good job of explaining this! .. I have a question on revocable trusts. If a loved one set up a revocable trust and upon their passing, is the executor obligated to mail every beneficiary a copy of the trust? Does everybody see that cousin Johnny got 10%, nephew Jennifer got 15% and so on. What kind of information does the executor send the beneficiaries? Thanks and I'm going to check out your other videos. :)

This was extremely helpful. I never understood how they determine the taxable value. Thank you!

*promosm* 😆

We have called and left msg with reception and emailed for call back from Megan and still haven't heard.