Lorman Foundations Of Estate Planning 07

What We’ll Discuss Today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Part One: The Importance of an Estate Plan

Estate Plan by Default – The Intestacy Statutes ,[object Object],[object Object],[object Object],[object Object],[object Object]

Ten Things Estate Planning Can Do For You ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Avoiding Probate ,[object Object],[object Object],[object Object]

State and Federal Estate Taxes ,[object Object],[object Object],[object Object]

Appointments of Guardians for Minor Children ,[object Object],[object Object],[object Object],[object Object]

Health Care Instructions ,[object Object],[object Object]

Business Succession Planning ,[object Object],[object Object]

Part Two: The Basic Estate Plan

Basic Estate Plan Documents ,[object Object],[object Object],[object Object],[object Object]

Last Will and Testament – Statutory Requirements ,[object Object],[object Object],[object Object],[object Object]

The “Simple” Will ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Simple Will: Preamble ,[object Object]

Article One: Payment of Expenses/Taxes ,[object Object],[object Object],[object Object]

Article Two: Special Gifts ,[object Object],[object Object],[object Object]

Article Three: Residue ,[object Object],[object Object]

Article Four: Fiduciary Selection ,[object Object],[object Object]

Article Five: Fiduciary Provisions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Article Six: General Governing Provisions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Self-Proving Affidavit ,[object Object],[object Object]

Health Care Directive ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Statutory Short Form Power of Attorney ,[object Object],[object Object],[object Object]

Durable Power of Attorney ,[object Object],[object Object],[object Object],[object Object]

The Top Ten Estate Planning Mistakes! ,[object Object],[object Object],[object Object],[object Object],[object Object]

Lorman Foundations Of Estate Planning 07

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