TOPICS WE WILL COVER:
- Estate Planning Overview
- An Introduction to Wills
- Revocable Trusts
- Power of Attorney
- Living Wills, Health Care Proxies, and Advance Health Care Directives
- The Probate Process
- Planning with Retirement Benefits
- Guidelines for Individual Executors and Trustees
- Asset Protection Planning
- Estate, Gift, and GST Taxes
- An Introduction to Wills
- Frequently Asked Questions about Wills
- What Happens If You Die Without A Will?
- What A Will Does
- What A Will Does Not Do
- How To Execute a Will
- Jointly Owned Property Trusts
- Annuities and Retirement Benefits
- Life Insurance
- Revocable Trusts
- What is a Revocable Living Trust?
- Power of Attorney
- Questions Regarding Power-of-Attorney
- Who Should Be Your Agent?
- How The Agent Should Sign?
- Beyond Signing Checks
- What if I move?
- Will my Power of Attorney expire?
- Living Wills, Health Care Proxies, and Advance Health Care Directives
- Questions Regarding Living Wills
- Living Wills
- Health Care Proxy
- Why Have Health Directives?
- Obtaining and Maintaining Living Wills and Health Care Proxies
- Organ and Tissue Donation
- Other Resources on Living Wills
- The Probate Process
- What is Probate?
- Should you Avoid Probate?
- Planning With Retirement Benefits
- Income Taxation of Qualified Plans and IRAs
- Distribution of Plan Assets to the Participant
- Distribution of Plan Assets After the Participant’s Death
- Estate Tax Considerations
- Planning Considerations
- Guidelines for Individual Executors and Trustees
- Understanding The Will
- Managing Estate Assets
- Handling Debts & Expenses
- Funding the Bequests
- Trust Administration
- Closing the Estate
- Do It Yourself Estate Planning
- What is the Lawyer’s Role?
- Do It Yourself Estate Planning
- Asset Protection Planning
- Overview of Asset Protection Planning
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