TRS Pre-Retirement Seminar: Estate Planning with Sarah White

Sarah White, Attorney at Law, covers estate planning and goals to consider, the probate process, legal requirements and documentation for wills and trusts, the most common mistakes made in estate planning, and more. Please review this presentation and Q&A session.
Timestamps
00:00 - Estate Planning & Goals to Consider
03:06 - Necessary Documents for Estate Planning
09:58 - The Probate Process
13:53 - Ways to Transfer Property Upon Death
16:25 - Legal Requirements & Limitations of Wills
18:58 - Revocable Living Trusts
24:37 - Executor Duties
26:57 - Death Without Necessary Documents
33:30 - Long Term Care & Incapacity Planning
37:51 - Estate Tax & Gift Planning
41:25 - Planning for Special Needs Children & Grandchildren
43:25 - What to Tell Your Family about Your Affairs
46:26 - Most Common Mistakes in Estate Planning
50:52 - Q&A Session
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