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Estate Planning Basics

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hi I'm Andy panko owner of tenant

Financial welcome to retirement planning

demystified this video will explain the

basics of what you need to know about

estate planning but before we start

remember this video is only general

explanations in education it's not

specific tax legal or investment advice

before considering acting at anything

you see in this video first consult with

your tax legal or investment advisor

this disclosure is especially important

for this video I'm not an attorney nor

do I try to play one on YouTube

furthermore a lot of the document names

and functions I'm about to describe may

differ state to state this is especially

true if you live in a community property

state so I'm putting in place or

updating your state plan be sure to work


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