Effective Estate Planning

Presenter:

Judy Yuriko Lee
Esq., CFP®, Partner - Goodsill Anderson Quinn & Stifel, A Limited Liability Law Partnership

With Susan Pang & Travis Agustin


Lesson Objectives:

  • Identify the purpose and need for proper estate planning
  • Understand the impact of forms of ownership
  • Understand what probate is and what type of assets that are subject to probate

 

Video

Video PPT Slides

 

Quiz

Disclaimer

The videos and this website have been developed for general educational purposes only and is not a recommendation or endorsement of any particular person, product, organization or investment strategy. It is not intended to provide individuals with specific financial or legal advice.  Each person’s situation and needs are unique and you are responsible for your own decisions and actions taken as a result of viewing this show or website. You are advised to seek information and data relevant to your own situation and seek professional assistance if needed.

The videos were filmed between 2014-2015. Viewers need to be aware that after the recording dates, the presentations may not be current and the content can not be guaranteed for accuracy, timeliness, or completeness due to revisions of existing laws, products, or organizations.

 

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