Estate Planning & Living Trusts An Online Educational Presentation

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. Changing titles
30. Property titled in living trust avoids probate
31. You keep control
32. Your living trust team
33. Benefits of corporate trustee
34. You control inheritance
35. You control inheritance (cont.)
36. Expenses that reduce your estate
37. Federal estate tax exemption
38. Family business deduction
39. Determining your federal estate taxes
40. Leaving everything to spouse/tax trap
41. Leaving everything to spouse/tax trap 2
42. Living trust with tax planning
43. Living trust with tax planning (control)
44. Living trust summary
45. For medical decisions
46. Follow our Five-Step Action Plan
47. Conclusion