'Estate plan' presentation slideshows

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“Estate Planning 101—Basic Documents: Wills & POAs”

“Estate Planning 101—Basic Documents: Wills & POAs”

“Estate Planning 101—Basic Documents: Wills & POAs”. April 24, 2010 For Seattle Chinese School PTA Seminar Bellevue, Washington By Steve Chianglin, Esq. Chianglin Law Firm, PLLC 12501 Bel-Red Rd., Suite 209 Bellevue, WA 98005.

By benjamin
(209 views)

“Estate Planning 101—Basic Documents: Wills & POAs”

“Estate Planning 101—Basic Documents: Wills & POAs”

“Estate Planning 101—Basic Documents: Wills & POAs”. April 24, 2010 For Seattle Chinese School PTA Seminar Bellevue, Washington By Steve Chianglin, Esq. Chianglin Law Firm, PLLC 12501 Bel-Red Rd., Suite 209 Bellevue, WA 98005.

By montana
(313 views)

Farm Business Succession Transition Tools and Tough Talks

Farm Business Succession Transition Tools and Tough Talks

Farm Business Succession Transition Tools and Tough Talks. Why should I care?. 55%. Percentage of U.S. adults with no estate plan in place. Overall Population Age Distribution Source: U.S. Bureau of the Census, Age and Sex Distribution 20120 Census .

By melvyn
(108 views)

Eileen St. Pierre, Ph.D., CFA, CFP® Personal Finance Specialist Oklahoma State University

Eileen St. Pierre, Ph.D., CFA, CFP® Personal Finance Specialist Oklahoma State University

ESTATE PLANNING. Eileen St. Pierre, Ph.D., CFA, CFP® Personal Finance Specialist Oklahoma State University. Estate Planning . The role of taxes Wills Trusts Revocable living trusts Irrevocable trusts Other ways to leave assets outside of a will Other legal documents . The Role of Taxes.

By aradia
(110 views)

Rights of descendants intentionally omitted from a will

Rights of descendants intentionally omitted from a will

Rights of descendants intentionally omitted from a will. While spouses are protected when intentionally omitted from a will through the elective share, children are not (except in Louisiana)

By tass
(90 views)

Sustaining the Legacy: Estate Planning and Farm Transitions

Sustaining the Legacy: Estate Planning and Farm Transitions

Sustaining the Legacy: Estate Planning and Farm Transitions. Goals for South Dakota Programming Efforts. Goals:. Increase Communication in the family. Provide you with tools. Remove some of the mystery . Get you motivated, and keep you motivated . What have we done?. What has been done? .

By tino
(120 views)

ESTATE PLANNING

ESTATE PLANNING

ESTATE PLANNING. 3. Presented By: . F. E. Foundation for Financial Education. www.f3eonline.org | info@f3eonline.org | 240-499-0390. What is your Estate Plan?. Why should you plan your estate? What is an estate? What does estate planning do for you? Saving Money Will or not?.

By keaton
(210 views)

ESTATE PLANNING

ESTATE PLANNING

ESTATE PLANNING. 3. Presented By: . F. E. Foundation for Financial Education. www.f3eonline.org | info@f3eonline.org | 240-499-0390. What is your Estate Plan?. Why should you plan your estate? What is an estate? What does estate planning do for you? Saving Money Will or not?.

By lynne
(168 views)

Thomas C. Rogerson Senior Director, Wealth Strategist BNY Mellon Wealth Management

Thomas C. Rogerson Senior Director, Wealth Strategist BNY Mellon Wealth Management

April 1, 2010. Family and Wealth Sustainability: Integrating Family Virtues with Wealth Planning for a Lasting Legacy. Thomas C. Rogerson Senior Director, Wealth Strategist BNY Mellon Wealth Management. Normal Family Wealth Situation A WEALTHY FAMILY’S DILEMMA. Estate Plan (Death Plan).

By travis
(280 views)

Estate Planning Ministry

Estate Planning Ministry

Estate Planning Ministry. Your Estate. Whether you are young, old, rich or just comfortable … YOU HAVE AN ESTATE. Your Estate Includes. Home Business Savings Retirement Plans Life Insurance Proceeds Personal Items accumulated as a result of your labor and God’s blessings.

By marge
(126 views)

Integrated Estate Planning: A Comprehensive Approach to Asset Preservation and Protection

Integrated Estate Planning: A Comprehensive Approach to Asset Preservation and Protection

Integrated Estate Planning: A Comprehensive Approach to Asset Preservation and Protection.

By race
(86 views)

How to Maintain and Administer Your Estate Plan

How to Maintain and Administer Your Estate Plan

How to Maintain and Administer Your Estate Plan. Practical follow through ideas for your estate and related planning By: Martin M. Shenkman CPA, MBA, PFS, JD. Estate Planning During Economic Turmoil. To get your copy of this free, timely 50 page report:

By liko
(79 views)

ESTATE PLANNING 101 Eileen Quinn 519-593-2399 equinn@millerthomson

ESTATE PLANNING 101 Eileen Quinn 519-593-2399 equinn@millerthomson

ESTATE PLANNING 101 Eileen Quinn 519-593-2399 equinn@millerthomson.com. Estate Planning is about life…..in the present and in the future. Will Power of Attorney for Property Power of Attorney for Personal Care. Three important documents in the estate planning process:. What is a Will?.

By wyome
(108 views)

FINANCE, It’s a Personal Thing !

FINANCE, It’s a Personal Thing !

FINANCE, It’s a Personal Thing !. WHICH WAY IS NORTH ?. TIME IS MONEY $$$. BEN AND ARTHUR---BOTH SAVE AT 12% PER YEAR!. BEN STARTS AT AGE 19 AND ENDS AT AGE 27. ARTHUR STARTS AT AGE 27 AND STOPS AT 65. AGE. BEN. RETURN. ARTHUR. RETURN. 19. 2000. 2,240. 0. 0. 20. 2000. 4,749.

By janna
(119 views)

Crafting The Memory

Crafting The Memory

Welcome to Dave’s presentation on “Thoughts On Estate Planning ”. Crafting The Memory. A brief look at estate planning…. Dave Sharp, B.Sc.; CFP; EPC Certified Financial Planner Elder Planning Counsellor. What Is Estate Planning?. Estate Planning is ensuring your personal property….

By caine
(161 views)

Estate Planning Ministry

Estate Planning Ministry

Estate Planning Ministry. Your Estate. Whether you are young, old, rich or just comfortable … YOU HAVE AN ESTATE. Your Estate Includes. Home Business Savings Retirement Plans Life Insurance Proceeds Personal Items accumulated as a result of your labor and God’s blessings.

By zanna
(137 views)

What Is a Blended Family?

What Is a Blended Family?

By jenna
(82 views)

Estate Planning Ministry

Estate Planning Ministry

Estate Planning Ministry. Your Estate. Whether you are young, old, rich or just comfortable … YOU HAVE AN ESTATE. Your Estate Includes. Home Business Savings Retirement Plans Life Insurance Proceeds Personal Items accumulated as a result of your labor and God’s blessings.

By edita
(197 views)

Using Estate Planning Tools To Allow for Medicaid Planning

Using Estate Planning Tools To Allow for Medicaid Planning

Using Estate Planning Tools To Allow for Medicaid Planning. Presented by: Patricia E. Kefalas Dudek Patricia E. Kefalas Dudek & Associates 30445 Northwestern Hwy., Suite 250 Farmington Hills, MI 48334 Phone: (248) 254-3462 Fax: (248) 928-9233 E-mail:  pdudek@pekdadvocacy.com

By cady
(136 views)

Planning the Future of Your Farm: What is Farm Transition/Succession?

Planning the Future of Your Farm: What is Farm Transition/Succession?

Planning the Future of Your Farm: What is Farm Transition/Succession?. Andrew Branan, JD North Carolina Farm Transition Network. File this away…. 70% of rural land will change ownership over the next 10 to 15 years - David Kohl, Virginia Tech. NC Farm Succession Survey.

By talasi
(271 views)

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