Estate Plan Lady

Welcome to the The Estate Plan Lady channel. My channel provides information regarding starting over with your financial future and building (generational) wealth. I give commentary and coaching tips on everyday topics that helps build your financial future.

Chapter 7 Bankruptcy Petition Preparer and Trainer | Estate Planning Document Preparer and Trainer | Credit Analyst | Business Analyst

Join me with an open mind and willingness to learn and let's build our financial future together. We think outside the box over at this channel.

Your professional comments are welcomed but we will not tolerate any hurtful comments that belittles other individual comments. Please be respectful when commenting.



Estate Plan Lady

Hey everyone who has been asking. The once mandatory Beneficial Ownership Information (BOI) is now a voluntary form for now. It was due on 12/31/24 for any business that has was for profit in the U.S. To keep up with the updates of this once mandatory form, go here for the latest information www.fincen.gov/boi . But as of this writing, it is not required. I will try and do a video or go live to explain what this form was.

1 year ago | [YT] | 0

Estate Plan Lady

Hello EPL Champions!! It's been a while since I had posted on here. On Mother's Day this year, Lowe's will give away a free 1-pint flower. To participate in the giveaway, residents must register on Lowe's website before May 12. Registration will open on Sun, April 30 at 12:00 a.m. Flowers and quantities will vary by store. It's a great way to get a jump start your summer by growing flowers. The giveaway is the FREE Member Gift for May, as part of the home improvement store’s MyLowe’s Rewards loyalty program. Go sign up today

1 year ago | [YT] | 0

Estate Plan Lady

Hello Estate Plan Champions!! I know times are hard but my niece brought this to my attention as to this family's loss of their daughter. If you can give a little or a lot, please consider giving in this family's time of need. If you have a story that needs sharing please reach out to me and I will see what I can do to spread the news.
Donate here:
gofund.me/53a5ce42

2 years ago (edited) | [YT] | 2

Estate Plan Lady

Okay everyone. Part 2 to the Elderly Couple Evicted from their Long Time Home is finished and will be ready for listening. I had to listened to the other side of the story before applying it to estate planning. Just know that this could have all been prevented. Twenty years is a long time to be paying on a home that you plan on living out your last days in and this is sad.

2 years ago | [YT] | 2

Estate Plan Lady

Sometimes we have to laugh at ourselves!! When I was working on the Monetization video, I didn't noticed my own typo and then one of my subscribers reached out to me early this morning and sent me a message. Thank you so much for the little things.

2 years ago | [YT] | 5

Estate Plan Lady

Hello Estate Planners. Here is the newest video that I made several months ago but just got around to putting it out there. Learn How Rain Water Videos Stopped Me From Being Monetized in 2023
https://www.youtube.com/watch?v=8ws7a...

This video is for anyone that has listened to folks still telling you that you can monetize rain water sounds or meditation sounds videos. YouTube has new guidelines so be careful and save your money to purchase towards another theme or save that cash for your future home buying purchase, business purchase or Budgeting plan. We can do this. Just stay focused.

We are back with more weekly videos in the making as we speak.

Please subscribe, like and comment as it helps our channel grow....


Plan and Prosperity,


Estate Plan Lady

2 years ago (edited) | [YT] | 5