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Estate Planning 101 - BNI

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Information about Estate Planning 101 - BNI
Education

Published on November 7, 2008

Author: foresight

Source: authorstream.com

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Slide 1: Estate Planning 101 presented by: Thomas G. Martin, Esq. [Prepared for BNI – Extra Mile] Disclaimer : Disclaimer This presentation does not constitute legal, accounting or other professional advice. Only through a personal, confidential consultation with qualified legal counsel can anyone properly evaluate their own unique estate planning challenges and determine what, if any, appropriate legal strategies and tactics should be implemented to meet those challenges. IRS Circular 230 Disclaimer : IRS Circular 230 Disclaimer “Nothing in this presentation is intended or written to be used, and cannot be used by any person for the purpose of avoiding tax penalties regarding any transactions or matters addressed herein. You should always seek advice from independent tax advisors regarding the same.” Slide 4: Source: Findlaw.com survey (June 30, 2008) Slide 5: Will vs. Trust What is the difference between a will and a trust? Slide 6: Will Will : Will Upfront Cost is Minimal Effective Upon Death Requires Probate(s) Public Disclosure of Assets Court Fees based on Gross Value of Estate Can Take >1 yr. to Transfer Designate Guardians Slide 8: Trust Living Trust : Living Trust Upfront Cost is Greater Effective Upon Signing Avoids Probate No Public Disclosure of Assets Anticipates Incapacity Less Time to Transfer Assets Trust Administration Fees Slide 10: What Is Probate? Required if Decedent dies intestate or with a will. Slide 12: Probate is the legal process of proving a will, appointing an executor, and settling an estate. definition Slide 13: $500,000Median Price for California Home Source: DataQuick Information Systems Slide 14: Probate Fees Slide 15: Estate Taxes Slide 16: What Is Estate Planning? Planning ahead. Slide 19: Estate Planning is a comprehensive, rather than piecemeal, approach to individual asset transfer, tax, disability and guardianship issues. definition Slide 20: Incapacity/Disability Death Referrals : Referrals My ideal referrals are: Homeowners Families with Children Professionals High Net Worth Individuals Seniors/Retirees Slide 22: Questions? Slide 23: Thank You!

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