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Estate Planning Basic Estate Planning Workshop
What Is An Estate?
Why Do Estate Planning? ,[object Object],[object Object],[object Object],[object Object],[object Object]
A.D.D. ,[object Object],[object Object],[object Object]
Common Estate Plans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Probate ,[object Object],PROBATE Probate Fees Taxes Beneficiaries
Giving Away Assets ,[object Object]
Stepped-Up Basis ,[object Object],[object Object],[object Object],[object Object],[object Object]
Stepped-Up Basis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Beneficiary Transfers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Keeping Control with a Revocable Living Trust
Expenses That Reduce Your Estate Probate Estate Taxes Income Taxes
Tax Relief Act of 2001  EGTRRA 2001 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Choices in Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],No No No No No No No Yes Yes Yes Yes No No No No Yes Yes Yes Yes No No No No No Yes Yes Yes Yes Yes Yes
What is an Estate Plan? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Actual Process ,[object Object],[object Object],[object Object],[object Object]
Thanks for Attending
Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]

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