Powerpoint for estate planning

Powerpoint for estate planning - TTU Personal Finance...

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TTU – Personal Finance Concentration TTU Personal Finance Concentration PFP 4361 Personal Finance: Advanced Topics and Case Studies Module 4 – Happily Ever After
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TTU – Personal Finance Concentration What is an Estate?
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TTU – Personal Finance Concentration Why do Estate Planning? Generational Transfer Taxes & Probate Enhance Wealth Preserve Values & Wealth Protect Family & Loved Ones Plan for and Protect Yourself
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TTU – Personal Finance Concentration Who Needs Estate Planning? Elderly Singles Families
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TTU – Personal Finance Concentration Estate Planning Gone Wrong Elvis Presley Gross Estate $ 10,165,434 Debts 3,878,539 Administrative, 1,961,128 Estate Taxes 3,339,520 To Heirs $ 986,247
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TTU – Personal Finance Concentration More Bad Estate Planning Groucho Marx Declared Incompetent by Court Lost Control of: Assets Personal Decisions Privacy Costs
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TTU – Personal Finance Concentration When Should You Plan? NOW!!! Before you need it Before its too late
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TTU – Personal Finance Concentration Common Estate Plans Will Do Nothing Joint Ownership Giving Away Assets Beneficiary Transfers Revocable Living Trusts
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TTU – Personal Finance Concentration Wills Expresses Your Wishes Only Controls Assets Titled to Your Name Enforced By Probate Court
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TTU – Personal Finance Concentration What is Probate?
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Powerpoint for estate planning - TTU Personal Finance...

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