Estate Planning: Part 3 Ownership Designations

Thinking about excluding an heir from your estate? This video gives you a clear, education-focused guide to what’s involved, what commonly goes wrong, and legal tools that may help (like living trusts).
What you’ll see in the video:
• Why disinheritance is almost always emotional, not just financial
• Risks to your plan if you don’t set up documents carefully
• How a living trust can help avoid surprises or challenges
• The importance of honesty and communication with your family

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