Revocable Living Trusts

Proper Estate Planning is Essential Create Peace of Mind for Your Tomorrow …

What is Probate ? Continued… ,[object Object],[object Object],[object Object],[object Object],©2007 The Estate Plan *1992 Study of the Average Cost and Average Length of Probate in the State of Washington Done by Peterson Consulting Ltd. Partnership

Key Estate Planning Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],©2007 The Estate Plan You are Able to Decide Whom will Make Your Decisions if You Become Incompetent

Which Do You Want for Your Family? ,[object Object],©2007 The Estate Plan Will Probate Heirs ,[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],Living Trust Heirs ,[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]

Remember, Federal Estate Taxes Will Be Due: ,[object Object],[object Object],[object Object],[object Object],©2007 The Estate Plan Federal Estate Tax Exclusion Year Exclusion 2001 $675,000 2002 $1,000,000 2003 $1,000,000 2004 $1,500,000 2005 $1,500,000 2006 $2,000,000 2007 $2,000,000 2008 $2,000,000 2009 $3,500,000 2010 Repealed 12-31-10 2011 $1,000,000

Advanced Planning & Asset Protection Techniques Available ,[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],©2007 The Estate Plan

Consider Your Options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],©2007 The Estate Plan

[object Object],©2007 The Estate Plan The information provided in this presentation should not be regarded as legal, financial or tax advise. Every effort has been made to ensure that the information in this presentation is accurate. However, in the field of estate planning, even accurate information can become outdated quickly as IRS, Medicaid, Congressional and state policies shift. This presentation is intended to provide only general information regarding estate planning and to provide education regarding appropriate estate planning documents that may be suitable for different fact situations.

The Passion Behind the Symbol ,[object Object],©2007 The Estate Plan The Estate Plan Mission : Dedicated to providing fail-proof solutions for estate preservation, asset protection and peace of mind, from generation to generation, backed by caring service, unparalleled education and a lifetime of support.

Revocable Living Trusts

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Revocable Living Trusts