'Living trust' presentation slideshows

Bringing You Protected Tomorrows: Your Journey through an 8-step Planning Program

Bringing You Protected Tomorrows: Your Journey through an 8-step Planning Program . Speaker : Mary Anne Ehlert. Disclaimer. The information provided by speakers in any presentation made as part of the 2012 NAF Annual Membership Meeting is for informational use only.

600 views • 59 slides

Walls Around Wealth

636 views • 49 slides

Planning for Your Future is Essential

550 views • 45 slides

ESTATE PLANNING ESSENTIALS

ESTATE PLANNING ESSENTIALS. The Right Way and the Wrong Way of Leaving Money to Your Children (And Others). Introduction.

411 views • 26 slides

Estate Planning

Estate Planning. Useful Terms. Estate: the assets of a deceased person after all debts are paid Estate planning: the act of planning for how your wealth will be allocated on or before your death

478 views • 26 slides

Retirement: The Big Three for Your Consideration

Retirement: The Big Three for Your Consideration. Thursday, September 20, 2007. Disclaimers!.

342 views • 26 slides

Estate Planning

Estate Planning. Useful Terms. Estate: the assets of a deceased person after all debts are paid Estate planning: the act of planning for how your wealth will be allocated on or before your death

440 views • 26 slides

Wealth Management & Estate Planning

Wealth Management & Estate Planning. Jeffrey M. Axelson, Esq. Axelson, Williamowsky, Bender & Fishman, P.C. What We Will Discuss. Transfer of Property with/without a will Wealth preservation documents Powers of attorney. Documentation. Will Power of Attorney over Finance

347 views • 21 slides

Estate Planning 101

Estate Planning 101. Presented by: Daniela Lungu Attorney at Law. What is Estate Planning?. Estate planning is the process of determining the distribution of your assets upon your death. Planning also covers management of personal affairs in the event of incapacity.

737 views • 21 slides

What Is A Revocable Trust?

576 views • 17 slides

Trust Basics

698 views • 17 slides

Sales & Recruiting Strategies

461 views • 16 slides

Family Wealth Planning

260 views • 16 slides

Unraveling the Knot of Trusts and Surety Indemnification

Unraveling the Knot of Trusts and Surety Indemnification. Our Roadmap Today. Discuss the increasing use of Trusts and the challenges posed to Sureties. Identify and evaluate risks associated with the most common types of Trusts.

274 views • 15 slides

Unit 8, part 2 Estate Planning for Agriculture & Forestry: Basic Documents, Tax Issues, and Conservation Easements

An Educational Program of the North Carolina Cooperative Extension Service Adapted for ARE 306. Unit 8, part 2 Estate Planning for Agriculture & Forestry: Basic Documents, Tax Issues, and Conservation Easements. Basic Documents. Will Durable power of attorney Health care power of attorney

315 views • 14 slides

The Truth About Living Trusts

The Truth About Living Trusts. 2004. The Truth About Living Trusts. What is a living trust? The pros and cons of living trusts How to spot the scams What to do if you might have fallen prey to one of the scams. What is a Living Trust?. Part of estate planning

271 views • 14 slides

Wills vs. Living Trust

Wills vs. Living Trust . Financial Health Workshop - April 29, 2011. What is a will?.

386 views • 12 slides

Trusts

Trusts. Why establish a trust? Avoid probate Manage assets if incapacitated Manage assets for children Protection from creditors; charming-exs Not to reduce income taxes Marginal tax rate 35% for income over $10,700 in 2009 MFJ income > $349,700 taxed at 35% in 2009

246 views • 6 slides

Will Planning

Will Planning. Will. $1,300,000 Estate. On First Death. $650,000. $650,000. $650,000. No Tax. $ 1,300,000. $ 650,000. On Second Death. $650,000 to be taxed 37-55%. Also 5-7% of Gross to Probate. Cost to Family-$300,000. Non-tax Trust Plan. Revocable Living

147 views • 6 slides

Declaration of Trust Property and Power of Attorney - Living Trust Attorney

Many times people will be young or in perfect health and think they do not need an advance healthcare directive claims the Living Trust Attorney Long Beach CA.

187 views • 1 slides