Estate Planning 101

B
ESTATE PLANNING SEMINAR  Presented By: Bhavik R. Patel Sandberg Phoenix & von Gontard PC One City Centre, 15 th  Floor St. Louis, MO  63101 (314) 446-4328  (Phone)  (314) 727-7166 (Fax) e-mail:  [email_address]
Basic Estate Planning Why everyone needs an estate plan
Reasons for an Estate Plan ,[object Object],[object Object],[object Object],[object Object],[object Object]
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Avoidance of Probate  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planning for Proper Disposition of Estate  ,[object Object],[object Object],[object Object],[object Object],[object Object]
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Planning for Proper Disposition of Estate-Cont. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planning for Particular Assets   ,[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 Tax Planning  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Tax Planning ,[object Object],[object Object],[object Object],[object Object]
 
Estate Tax Planning ,[object Object],[object Object],[object Object]
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Estate Tax Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
Future Cost Savings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Future Cost Savings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Future Tax Savings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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Estate Planning 101

  • 1. ESTATE PLANNING SEMINAR Presented By: Bhavik R. Patel Sandberg Phoenix & von Gontard PC One City Centre, 15 th Floor St. Louis, MO 63101 (314) 446-4328 (Phone) (314) 727-7166 (Fax) e-mail: [email_address]
  • 2. Basic Estate Planning Why everyone needs an estate plan
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