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Estate Legacy Planning 2009
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Geoffrey Parker
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An overview of the issues affecting estate planning
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Estate Legacy Planning 2009
1.
Welcome
2.
Estate & Legacy
Planning
3.
4.
Estate Planning
Geoffrey Parker, CFA, CFP
5.
Estate Planning Your
Beneficiaries Charity Family CRA
6.
Estate Planning Your
Beneficiaries Charity Family CRA
7.
8.
9.
10.
Wills Estate Planning
11.
12.
13.
14.
Powers of Attorney
(POA)
15.
16.
17.
Probate Fee Planning
18.
19.
20.
Trusts: Tax
and Non-Tax Uses
21.
22.
23.
24.
Taxation of Estates
& Tax Planning Strategies
25.
26.
27.
28.
US Estate Tax
29.
30.
31.
32.
33.
Insurance as
an Estate Planning Tool Estate Planning
34.
35.
Legacy
Planning
36.
37.
Summary
38.
39.
40.
Plan While You
Can Not When You Must (or Can’t) Estate Planning
41.
Plan While You
Can Not When You Must (or Can’t) Estate Planning
42.
43.
Working with You
Estate Planning
44.
45.
46.
47.
Thank you