What One Daughter Learned After Losing Her Parents

In this video, I share the story of a daughter who learned something the hard way after her mom passed. This stressful experience caused her to change what she's doing with her own kids. I'll show you five major responsibilities of a successor trustee, crucial questions to ask your spouse tonight, and the danger of skipping one of the most important conversations. If you've ever thought that your estate plan is "done" once the documents are signed, this video will hopefully change that. Timestamps: 00:00 Intro 00:34 Lisa's Story 02:10 What Lisa Is Doing Differently 02:46 5 Responsibilities Of A Trustee 05:16 What To Do Right Now DISCLAIMERS & DISCLOSURES: This video is for educational and informational purposes only and should not be considered tax, legal, or investment advice. All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. The information shared is general in nature and based on sources believed to be reliable, but accuracy and completeness are not guaranteed. Examples are for illustrative purposes only and do not represent recommendations or endorsements. Please consult your own tax or legal professionals regarding your specific situation. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. Financial planning offered through Island Wealth Management, a registered investment advisor and a separate entity.