1 / 5

5 basics of estate planning

We help you develop the legally binding plan that best protects your assets and your familyu2019s future. For more info, call us today at 337-478-8595.<br>

TrustedLawyers
Download Presentation

5 basics of estate planning

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 5 BASICS OF ESTATE PLANNING A presentation by Fraser, Wheeler & Courtney, LLP

  2. INVENTORY ACCOUNT NEEDS DIRECTIVES E s t a b l i s hat r u s ta n d Alwayslooktoprotectthe Makeadocumentofall s e l e c tat r u s t e et o bestinterestoffamily tangibleandintangible d e s i g n a t e memberswithlife itemsintheinventory b e n e f i c i a r i e sf o ra insurancecoverageand andestimatetheirvalue l i f e t i m eo ff i n a n c i a l childcaresupport. inadvance. s u p p o r t .

  3. REVIEW Checkeveryaccountandretirementplanstokeeptrackofchanges andupdateaccordingly. Alsocreateabackupaccount.

  4. TAKE NOTE OF LAWS Minimizeestateandinheritancelawsby understandingdifferentregulationsforpeople whowillinheritthemoney.

  5. CONTACT US ADDRESS 4350 Nelson Road Lake Charles, LA 70605 PHONE 337-478-8595 EMAIL c o n t a c t @ f r a s e r - l a w . c o m

More Related