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The Truth About Estate Planning

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Suzanne M. Graves
Suzanne M. Graves

Educational seminar overview of the estate planning process and it's advantages over probate

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The Truth About Estate Planning  Presented by Suzanne M. Graves Attorney and Counsellor At Law
Estate Planning Overview Most Estate Plans Just Don’t Work!
Estate Planning Overview Smokescreens ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Keys to an Effective Estate Plan
Estate Planning Overview Definition of Estate Planning I Want to Control My Property While I’m Alive and Well Plan for Me and My Loved Ones if I Become Disabled
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview The Planning Pyramid ™ ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview Contrasting the Traditional and Truth Approaches ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview Comparison ,[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Counselling Oriented Planning Partners ,[object Object]
Counselling Oriented Attorney ,[object Object],[object Object]
Communication ,[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
“ Appropriate Assistance” ,[object Object],[object Object],[object Object]
“ Appropriate Assistance” ,[object Object],[object Object],[object Object],[object Object],[object Object]
Controlled Cost ,[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview Fees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Without Counselling Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Planning Overview ,[object Object],[object Object],[object Object],[object Object],[object Object]
Mental Disability Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
Mental Disability Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Mental Disability Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
Mental Disability Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Mental Disability Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
Mental Disability Planning ,[object Object],[object Object],[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object]
Federal Estate Tax Reduction ,[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object],[object Object],[object Object],Family Trust
[object Object],[object Object],Federal Estate Tax Reduction Family Marital Survivor May Be Trustee and Beneficiary of Both!
Federal Estate Tax Reduction ,[object Object],[object Object],Marital Excess 1st $2,000,000 (Today) Family
Federal Estate Tax Reduction Marital Trust ,[object Object],[object Object],Marital
Federal Estate Tax Reduction Marital Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Marital
Federal Estate Tax Return Family Trust ,[object Object],[object Object],[object Object],[object Object],Family
Federal Estate Tax Reduction Family Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Family
Federal Estate Tax Reduction ,[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object],Excess To Later Beneficiaries But Included in Survivor’s Estate 1st $2,000,000 8,000,000 To Later Beneficiaries WITHOUT Federal Estate Tax Family Marital
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object],[object Object]
Federal Estate Tax Reduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Funding The Family Trust
The Truth About Estate Planning  Thank you for Attending Law Offices of Suzanne M. Graves, Inc.

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The Truth About Estate Planning

  • 1. The Truth About Estate Planning  Presented by Suzanne M. Graves Attorney and Counsellor At Law
  • 2. Estate Planning Overview Most Estate Plans Just Don’t Work!
  • 3.
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  • 5. Estate Planning Overview Definition of Estate Planning I Want to Control My Property While I’m Alive and Well Plan for Me and My Loved Ones if I Become Disabled
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  • 55. The Truth About Estate Planning  Thank you for Attending Law Offices of Suzanne M. Graves, Inc.

Notas do Editor

  1. MODULE 1A Use Overhead #1 - The Truth About Estate Planning Tell the CLIFF YOUNG STORY (optional) – this is used to explain the name of the workshop “The Truth About Estate Planning” and why we call it that – about preconceived notions and having an open mind QUESTION: Let me ask you a question. How many of you have found that there are really only two types of things in life: things that work, and things that don’t work? May I have your permission to be blunt?