Estate Planning & Living Trusts

Estate Planning > Presentation Topics > Estate Planning & Living Trusts

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  1. Introduction/Welcome
  2. What is an estate?
  3. Why do estate planning?
  4. Who needs estate planning?
  5. Elvis Presley
  6. Groucho Marx
  7. When should you plan?
  8. Common estate plans
  9. Plan #1: Will
  10. What is probate?
  11. Probate illustration
  12. Probate is big business
  13. Probate takes time
  14. Probate is public
  15. Probate process has control
  16. Wills and incapacity
  17. Minor children or grandchildren
  18. Plan #2: Doing Nothing
  19. Plan #3: Joint Ownership
  20. Joint ownership and probate example
  21. Joint ownership and disinheriting example
  22. Joint ownership summary
  23. Plan #4: Giving Away Assets
  24. Stepped-up basis example
  25. Stepped-up basis example (cont.)
  26. Plan #5: Beneficiary Transfers
  27. Keeping control with a revocable living trust
  28. Living trust vs. will
  29. Funding Your Living Trust
  30. Property titled in living trust avoids probate
  31. You keep control
  32. Your living trust team (A)
  33. Your living trust team (B)
  34. Benefits of corporate trustee
  35. You control inheritance
  36. You control inheritance (cont.)
  37. Living trust summary
  38. For medical decisions
  39. Follow our Five-Step Action Plan
  40. Conclusion
 

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