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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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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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