'Beneficiary designations' presentation slideshows

Estate Planning for Retirement Benefits

706 views • 57 slides

Probate Administration

Probate Administration . Angela M. Kirby, J.D., C.P.A. Certified Specialist in Estate Planning & Probate Law Rogers Townsend & Thomas, PC 220 Executive Center Drive, Winthrop Building Columbia, SC 29210 (803) 771-7900 akirby@rtt-law.com www.rtt-law.com. What is Probate?

723 views • 48 slides

533 views • 42 slides

Beneficiary Designations: Why, When and How? Presented by: Martin R. Grimba, BA. FLMI

Beneficiary Designations: Why, When and How? Presented by: Martin R. Grimba, BA. FLMI RVP Estate Planning - AEIS. Intent of the Designation. To ensure the life insurance proceeds, reach the hands of the intended beneficiary Defined by Provincial Legislation

378 views • 23 slides

PLANNED GIVING MADE EASY

PLANNED GIVING MADE EASY. Money for Our Movements Conference August 12, 2012 Stan Yogi Senior Consultant Klein & Roth Consulting. Key Points. Relationships Patience Persistence No need to be an expert Organizational mission. Agenda. Why Planned Gifts? Groundwork

362 views • 16 slides

WILLS SEMINAR

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

220 views • 10 slides

How to Avoid These Mistakes to Ensure a Hassle-Free Estate Planning

A good estate plan includes at least two powers of attorney, one for medical care and another for financial matters. Many people donu2019t have either of one and end in trouble.

39 views • 3 slides