At CJM, we believe education is key to helping investors make better decisions so we created these videos to discuss estate planning. We have found, after nearly 40 years of servicing clients, that estate planning can be one of the most difficult topics to address. With the help of Dan Vaughan and Martha Sotelo, from the law firm Vaughan, Fincher and Sotelo P.C. in Vienna, Virginia, we created a two part video to demystify this complicated topic.
5/22/2017: CJM Estate Plannng Part 1 In Part 1 of this two part series, we focus on some of the basics of estate planning. We cover several of the various estate documents that you may need and what they are for. We also touch on other subjects including probate, naming beneficiaries, creating wills and trusts, and much more.
5/22/2017: CJM Estate Plannng Part 2 In Part 2 of this two part series, we cover a few topics beyond the basics including gifting strategies, estate taxes and the importance of implementing your estate plan after your documents are completed.