Life Planning for the Maritime Professional - Part 10: The Importance of Maintaining a Lifetime Legacy Section in an Estate Portfolio

Part 10: The Importance of Maintaining a Lifetime Legacy Section in an Estate Portfolio

In this 10th edition in the series, Mr. Wolf conducts an in-depth discussion on the importance of maintaining a Lifetime Legacy section in an maritime professional’s estate portfolio.

Disclaimer: Mr. Cartner's and Mr. Wolf’s discussions with Mr. Gardy are not intended to provide any legal advice but are informational only. A person interested in estate planning should consult competent legal counsel before developing a comprehensive estate plan for him or herself and families.

Next Video: Part 9: More on the Advantages of a Trust Over a Will

Part 10: The Importance of Maintaining a Lifetime Legacy Section in an Estate Portfolio

Videos in this series

Part 2: Components of a Life Plan

Part 3: Updating the Plan with Assistance from an Outside Adviser

Part 4: Stages of a Life Plan as a Parent, Beginning with Infancy and Childhood

Part 5: Anticipating Life-Changing Events, from Loss of a Spouse to Winning the Lottery

Part 6: What are the Pros and Cons of a Will and What are the Other Options?

Part 7: The Two Alternatives to a Having a Will…Doing Nothing and Establishing a Trust.

Part 8 - What Happens When the Maritime Professional Establishes a Trust.

Part 10: The Importance of Maintaining a Lifetime Legacy Section in an Estate Portfolio

Part 9: More on the Advantages of a Trust Over a Will

Part 1: What is Life Planning for Maritime People?

Part 11: The Advance Directive

Part 10: The Importance of Maintaining a Lifetime Legacy Section in an Estate Portfolio

Videos in this series

Part 2: Components of a Life Plan

Part 3: Updating the Plan with Assistance from an Outside Adviser

Part 4: Stages of a Life Plan as a Parent, Beginning with Infancy and Childhood

Part 5: Anticipating Life-Changing Events, from Loss of a Spouse to Winning the Lottery

Part 6: What are the Pros and Cons of a Will and What are the Other Options?

Part 7: The Two Alternatives to a Having a Will…Doing Nothing and Establishing a Trust.

Part 8 - What Happens When the Maritime Professional Establishes a Trust.

Part 10: The Importance of Maintaining a Lifetime Legacy Section in an Estate Portfolio

Part 9: More on the Advantages of a Trust Over a Will

Part 1: What is Life Planning for Maritime People?

Part 11: The Advance Directive

Mondays With Maitland - Clay's Perspective on the NTSB Human Performance Factual Report on the Sinking of the El Faro

The Chennai 6 - A Miscarriage of Justice

Mondays With Maitland - Clay Addresses Issues Surrounding the Recent Navy Ship Collisions, Including Training and Fatigue

Life Planning for the Maritime Professional - Part 11: The Advance Directive

Mondays With Maitland - Clay Addresses the Unsettled Nature of Current Conflicting U.S. and State Environmental Regulatory Policies

Mondays With Maitland - Clay Expands Call for New U.S. Ships, Including Ice Breakers, Academy Training Ships, Navy Special Mission and Ready Reserve

Mondays With Maitland - Clay Says Impending Conflict in Far East will Require New U.S. Flag Ships to Support Inevitable Military Build-up

Maritime TV Spotlight - Rich Lawson and Jeff Taylor for IOSTIA

Mondays With Maitland - Clay’s perspective on the situation in Venezuela and what happens if the country implodes.

Mondays With Maitland - Clay Comments on the Introduction of the Largest Floating Body in the World, the Prelude FLNG Platform

Mondays With Maitland - Clay Comments on the Nomination of Adm. Buzby as MARAD Administrator, the MARAD Strategic Plan, and Gets a Bottle of Gin from KO Distilling

Mondays With Maitland - Clay Urges Trump to Sign Executive Order to Send Food Aid on 100% U.S. Flag ships

Life Planning for the Maritime Professional - Part 10: The Importance of Maintaining a Lifetime Legacy Section in an Estate Portfolio

Dan Turissini of 3825 Technology Talks Cybersecurity in the Maritime Industry

Mondays With Maitland - Clay Comments on the Current State of the Jones Act and the Upcoming Jones Act Shipping Forum Event in September