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If You and Your Family Have a Financial Destination, Wouldn't You Like to Get There?
If your answer is "yes" then you should enroll in our free, five-part, Personal Estate Planning Course. The course is informative and practical, no matter the size of your estate. Upon completion, you will receive a booklet that pulls it all together for you—your personalized Personal Estate Planning Record. Plus, you can do it at your own pace from the comfort of your own home. Here's what we'll cover:
Lesson One: How You Can Shape Your Future
We'll provide you a clearly written overview. We'll define terms, help you set objectives and explain the basic estate planning documents. We'll even show you how to begin your plan. From the Self-Test: #2. The first step of every estate plan is a) preparation of a personal inventory, b) drafting of a will, or c) listing of insurance policies.
Lesson Two: How to Make a Better Will
What makes a valid will? What is probate and how does it work? We will tell you about the eight types of bequests. From the Self-Test: #5: If a person dies without a will, a) probate is simplified, b) all assets become state property, c) state law determines how the estate will be divided.
Lesson Three: How to Cope With Estate Tax Uncertainty
What exactly is your potential estate and gift tax liability? How are IRAs, 401(k)s and similar retirement plans affected by taxes (after your lifetime!)? From the Self-Test: #5 Income taxes on retirement plan assets can be deferred a) until April 1 of the year after you turn 70½, b) during your life expectancy, c) if your estate is the beneficiary.
Lesson Four: How Trusts Can Improve Your Estate Plan
What is a trust? Why and how can trusts often cut taxes and probate costs, too? Who should you select as the trustee? How does a charitable remainder trust work? From the Self-Test: #6 A charitable remainder trust in your will can save a) income taxes, b) estate taxes, c) both income and estate taxes
Lesson Five: How to Cut Taxes Today By Changing the World Tomorrow
In this concluding lesson, you'll learn how you can benefit from charitable remainder trusts and charitable gift annuities. From the Self-Test: #1 A retirement plan that allows you a charitable deduction is a) an IRA, b) a 401(k) plan, c) unitrust.
To enroll in your self-paced Personal Estate Planning Course, simply contact Liz Gallegos Glynn, CFRE, or Sue Covey, CFRE at 408 554-2108 or firstname.lastname@example.org. After the last lesson, we'll send you the valuable booklet, Personal Estate Planning Record.
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.