Wills/Flash Presentation

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Planned Giving:

Guide to Planning Your Gifts

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There are a variety of ways to plan for your family and loved ones with a will or living trust. These presentations explain how you can protect your family from accidental disinheritance. If you have further questions about creating a will or living trust, please call us.

1. Your Property
How much property do you own? Do you own enough to require a will or plan?

2. Joint Tenancy
What are the dangers of holding your property in joint tenancy?

3. Failing to Plan
Learn what will happen if you pass away without a will.

4. Why No Will?
Why do some people fail to make a will? Learn why you need to plan now.

5. Asset Distribution
Discover how assets are distributed through a will.

6. Wills 101
What is included in a will? Learn the basics of updating a will.

7. Trust Benefits
What is a trust? Learn the benefits of establishing a living trust.

8. Wills vs. Trusts
What are some differences between a will and trust?

9. Health & Attorneys
What is a healthcare directive and power of attorney?

10. IRA Gifts
Learn why an IRA is not a good asset to give to children.

11. Planning for Children
Help children learn about money and explain ways to diversify inheritance

12. A Right Inheritance
Learn the right timing, right amounts and property to give.

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