Basic Estate Planning

Estate Planning Basic Estate Planning Workshop

Why Do Estate Planning? ,[object Object],[object Object],[object Object],[object Object],[object Object]

A.D.D. ,[object Object],[object Object],[object Object]

Common Estate Plans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Probate ,[object Object],PROBATE Probate Fees Taxes Beneficiaries

Giving Away Assets ,[object Object]

Stepped-Up Basis ,[object Object],[object Object],[object Object],[object Object],[object Object]

Stepped-Up Basis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Beneficiary Transfers ,[object Object],[object Object],[object Object],[object Object],[object Object]

Keeping Control with a Revocable Living Trust

Expenses That Reduce Your Estate Probate Estate Taxes Income Taxes

Tax Relief Act of 2001 EGTRRA 2001 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Choices in Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],No No No No No No No Yes Yes Yes Yes No No No No Yes Yes Yes Yes No No No No No Yes Yes Yes Yes Yes Yes

What is an Estate Plan? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Actual Process ,[object Object],[object Object],[object Object],[object Object]

Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]

Basic Estate Planning

Basic Estate Planning

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