Search for tag: "beneficiary"

5 Media

NYS 529 College Savings \| Open Enrollment 2022 duration 25 minutes 29 seconds NYS 529 College Savings \| Open Enrollment 2022 NYS 529 College Savings \| Open Enrollment 2022	NYS 529 College Savings \| Open Enrollment 2022 A webinar outlining the NY's 529 College Savings Programs available to employees at Cornell. Held virtually during Benefair 2022. https://hr.cornell.edu/enroll/benefair benefits open enrollment account money tax york child investment screen option dollar funds age horizon growth choices portfolio market mind risk accounts beneficiary From Gerald Deis 6 plays
NY 529 College Savings Program \| Open Enrollment… duration 13 minutes 44 seconds NY 529 College Savings Program \| Open Enrollment… NY 529 College Savings Program \| Open Enrollment 2021	NY 529 College Savings Program \| Open Enrollment 2021 A presentation on NY's 529 College Savings Program for Benefair Week during Open Enrollment 2021. account money child tax investment market mind york options percent income level earnings portfolio age process penalty beneficiary amount funds From Gerald Deis 17 plays
Don't Let your Estate Plan Sink duration 1 hour 29 minutes Don't Let your Estate Plan Sink Don't Let your Estate Plan Sink	Don't Let your Estate Plan Sink Zoom Recording ID: 99447364927 UUID: 9c8DVUFeQ5+HCL4b+/MwQg== Meeting Time: 2020-08-26T13:55:21Z beneficiary designation assisted living planning gender normal family long time executor appointed disabled beneficiary big fan kinship and descent pay tax attorney told pretty big chance terms for women joint owner bank account full access single individual october 1st plan ahead terms for men banking care proxy demography real estate form document family situation long term care wills and trusts capital gains tax percent chance surviving spouse husband passed lot easier medical terminology spouses medicaid law avoid probate married couple manage things joint accounts trigger trust good chance september 1st tax law completely cut debt estate plan husband died 2nd spouse marriage situation credit card lot cheaper family oldest child living longer couple weeks big deal personal situation management average cost publishing law school social institutions storing pictures accounting terminology nice thing assumption asset creditor problem minor children prior marriage legal terminology beneficiaries things taxation specific performance family member project management genealogy child share marriage trade account paper products family tree family lost tax retirement accounts sibling health care evidence law asset protection disabled beneficiaries things caption complete personal property documents mentally competent estate planning mistake number online accounts civil procedure daily living transfer assets digital assets business law property law revokable trust thought costs spouse dies life insurance primary residence things change From Nancy Reigelsperger 20 plays
Wills vs. Trusts duration 57 minutes 24 seconds Wills vs. Trusts Wills vs. Trusts	Wills vs. Trusts Zoom Recording ID: 96731208317 UUID: jkFmz+Z8RF2dGRvuZfabIA== Meeting Time: 2020-06-10T21:50:32Z family situation google family beneficiary designation legal professions probate process health care documents income tax return open title legal entity health care family tree bank accounts surviving spouse companies listed on nasdaq caption complete real property law executor appointed spouses average cost privacy court hearing spouse dies brokerage accounts lost touch married couple feel free assumption asset big fan wills and trusts disabled beneficiary kinship and descent 2nd marriage situation legal terminology versus trust half percent vocal trust taxation revokable trust life insurance insurance companies public record minor children project management retirement accounts couple things 2nd death single individual inheritance genealogy property law gender minor beneficiaries 1st place trust plan banking care proxy living marriage demography avoid probate revokable trust plan estate plan surrogates court husband dies family members From Nancy Reigelsperger 25 plays
Five Critical Estate Planning Documents duration 1 hour 12 minutes Five Critical Estate Planning Documents Five Critical Estate Planning Documents	Five Critical Estate Planning Documents Zoom Recording ID: 97597860782 UUID: RDmHkR1VS/yGrIyWjALdIg== Meeting Time: 2020-05-20T21:56:51Z banking power web applications era vocal trust beneficiary designation legal professions executor appointed death insurance policy resuscitate order disposition remains attorney told finance year lookback microeconomics durable power grammar big believer court proceeding real estate tax clauses long term care wills and trusts intestate proceeding civil law (common law) surviving spouse asset protection lot easier younger people human communication avoid probate health mentally incapacitated medical ethics fuzzy topic mental disability vocal truss marriage situation paperwork signed consumer theory heart attack specific tasks standard form communication domestic partner joint bank account local trust estate planning documents feel free tax law information science minor children sign paperwork taxation night document medical document primary care care proxy appoints real property law commerce 2nd document specific things safety net attorney form making decision health care critical estate planning court requirements caption complete personal property documents economics terminology inheritance health care proxy age group vocal trust revokable trust insurance companies hipaa medical decisions things easier property law legal terms consumer behaviour life situation network provider things change family members From Nancy Reigelsperger 39 plays