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Ppt estate planning basics powerpoint presentation. This presentation is meant to be a general overview of estate planning and should not be considered as legal advice. Estate planning financial planning fin 551 552 553 managing the wealth of a client wealth accumulation cfps portfolio management wealth protection insurance agents policies wealth distribution lawyers estate planning fin 553 part one estate planning learning objectives define estate planning list goals of estate planning list risks failure to plan determine who. Download our free estate planning worksheet for creating a secure future theres a lot that goes into setting up a comprehensive estate plan, but with our free worksheet, youll be one step closer to. Important documents for your estate planning needs. The first step in implementing an estate planning strategy is to understand the role courts play in the process, and how probate impacts even the smallest of estates. This guide presents an introduction to estate planning so that you can better understand whats involved. The basics of estate planning protect your familys future with smart estate planning an overview of estate planning easy estate planning tools living trusts last will and testament living will and. People who are wealthy enough to face federal and state estate taxes may need plans to minimize their tax bite, and those plans are best structured by a professional. Allows you to name someone to look after your account after its memorialized or to download the content you shared. Estate planning is often a way to minimize estate and inheritance taxes. Learn the basics of estate planning, because if you dont plan for the distribution of your assets, the state will take over. Ppt estate planning 101 powerpoint presentation, free download. Needs to be coordinated with other estate planning documents.
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