Estate Planning

Methods for Distributing your Estate

·         Joint Property

·         Beneficiaries

·         Wills

·         Trusts

·         Will vs. Trust

Beneficiaries - Focuses on people and/or organizations that will receive your estate

·         Spouse

·         Children and Grandchildren

·         Other Beneficiaries

·         Types of Bequests

Tax Issues - Explains federal and state estate taxes and offers information on how to minimize their impact on your estate.

·         Overview and Basic Concepts

·         Spousal Planning

·         Gifting

·         Other Estate Planning Techniques

Settling Estates - Explains the Probate and Trust Administration process

·         Probate

·         Trust Administration

·         Other Assets

Life Insurance - Suggests ways to use Life Insurance in your Estate

·         Purposes

·         Types of Insurance

·         Choosing Life Insurance

·         Life Insurance Trusts

Aging Issues - Offers suggestions to help you prepare for your Financial Health and Housing needs as you grow older.

·         Managing Finances

·         Health Care Decisions

·         Housing Alternatives