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WILLS SEMINAR PowerPoint Presentation
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WILLS SEMINAR

WILLS SEMINAR

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WILLS SEMINAR

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Presentation Transcript

  1. WILLS SEMINAR Pass on your values with your valuables.

  2. Considerations for individuals and their wills. Probate Inventory of Estate Will vs. Revocable Living Trust Is Revocable Living Trust Funded? Qualified Advisors Wills / Revocable Living Trust

  3. Components need to be in order: Life Insurance Qualified Retirement Tax-deferred Savings Plan Trust as Beneficiary Charity as Beneficiary Beneficiary Designation Forms

  4. Tax-deferred Savings Plans Most Highly Taxed Asset in Most Estates Individual or Trust as Beneficiary Charitable Beneficiaries IRA Charitable Rollover Income In Respect of Decedent

  5. Needed to be prepared to deal with: Incapacity Not Affected by Principal’s Disability Upon Disability HIPAA Agent’s Powers, IRC 2041 (b) Durable Power of Attorney Financial

  6. Other components to be addressed: Living Will Durable Power of Attorney Health Care Living Arrangements Paying for Long Term Care Medicaid Planning Long Term Health Care

  7. We need to care about more than the bequest: Family Questionaire Needs and Desires of Children “Learning” and “Earning” Time One to Four Layer Inheritance Plan Wealth Counseling Values-Based Planning

  8. Easy to Change During Life Coordinate Beneficiary Designations with Estate Plan Beneficiary Designations are Contracts Use Correct Legal Name of Charity Charity or Trust Fund Bequests / Beneficiary Designations

  9. Options are available to deal with: Make Gift to Charity Now Cash or Marketable Securities Receive Deduction and Other Tax Benefits Fixed Income for Life Based on Age Deferred – Receive Income Later Gift Annuities / Deferred Gift Annuities

  10. Thank you for your attention and participation in this seminar. (insert presenter’s name, etc.) Questions & Answers